Financial advice with heart and expertise

Financial guidance built on trust, community, and a deep understanding of your journey.

ABOUT US

A nonprofit financial advice service

At Moana Financial Services, we believe great financial advice should be accessible, honest, and tailored to your unique situation - whether you're an individual saving for your first home, a family planning for retirement, or a charity working out how to make your reserves go further.

We're a New Zealand financial advisory firm and proud business arm of Moana Community Trust, a registered charity dedicated to strengthening the wellbeing of our communities. Being part of a charitable organisation shapes everything we do - it means our purpose goes beyond profit, and our commitment to serving people genuinely runs through every conversation.

We specialise in KiwiSaver, investments, mortgages, personal risk insurance, and retirement planning. We work with clients across the country, with a particular focus on supporting charities, not-for-profits, and community-minded organisations who want to do more with their money.

Clarity

We explain financial decisions in plain language, so you always understand what's happening with your money and why.

Care

Behind every financial decision is a person, a family, or a community. We treat every client like the people they are.

Integrity

We do what we say we'll do. Honest conversations, transparent fees, and consistent follow-through on every commitment.

Independence

Our advice is built around your goals - never commissions, quotas, or pressure to choose a particular product.

WHAT WE OFFER

Trusted financial guidance, every step of the way

From your first KiwiSaver contribution to your last day at work - and everything in between.

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Kiwisaver

Choose the right fund, optimise your contributions, and maximise employer and government contributions for a stronger retirement.

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Personal Risk Insurance

Protect what matters most - your income, your health, and your family's future - with the right cover for your circumstances.

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Investment
Strategies

Grow your wealth with confidence - tailored investment strategies for individuals, trusts, charities and not-for-profits.

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Retirement Planning

Plan today for the retirement you deserve - with confidence, clarity and a strategy that's uniquely yours.

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Mortgages

From first home buyers to refinancing and investment property, we help you navigate the home loan journey with confidence.

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Charities & NFPs

Specialist guidance on investment strategies, reserve management, and KiwiSaver employer obligations for community-minded organisations.

OUR PEOPLE

Behind the advice

With over nine years of experience helping individuals, families, and organisations make confident financial decisions, we’re here to walk alongside you every step of the way.

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Danté Fyfe

(BCom, GDipPM, NZCFS)

Director & Financial Adviser

Danté leads Moana Financial Services with a passion for empowering people and organisations to make confident, informed financial decisions.

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Growing our team

JOIN US

We're building a team of passionate advisers who share our values. If you're driven to make a difference, we'd love to hear from you.

What People Are Saying

“I loved the session. He was so personable and informative. I learnt a lot.”
“Dante knew his subject matter very well, and was able to provide tailored advice and answer all of my questions clearly.”
“Dante was knowledgeable, helpful, followed my lead, was able to cover a lot of topics with ease. The session flowed. He has a warm, approachable and friendly manner.”
“Good listener/coaching style. Very clear advice and suggestions.”
“These sessions are helping myself and my family to address the stressors of money management and how to reset and focus on key areas to assist with life-changing decisions.”

Contact Us

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