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Tailored, AI-enhanced financial advice for New Zealand's tech employees and entrepreneurs, now let your money work just as hard as you.
Get AI-powered insights delivered with a personal touch by an advisor who understands your world. No jargon, just results.
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Being a tech professional in New Zealand comes with exciting opportunities - and unique financial puzzles. Your compensation might include stock options or RSU's, your income can spike with bonuses or IPO's, and the industry moves at breakneck speed. It's thriling, but it can also leave you unsure on how to plan for the future.
"Am I handing my equity wisely? How do I budget with a volatile income? Will I be able to reach my goals, like buying a home or retiring early:"
Echo is here to turn that complexity into opportunity. We help tech professionals transform confusing pay packages into a clear path forward. We'll work with you to optimise your equity (so those stock grants and shares truly build wealth), and balance your investments so your future isn't tied to the ups and downs of one company.
The result? You can focus on your career and passions, knowing your finances are under control and growing for you.
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Running a small business in NZ is rewarding but all-consuming. If you’re like many business owners, most of your wealth and worry is tied up in your company. Irregular income, constantly reinvesting in the business, and little time to plan beyond day-to-day operations can leave you feeling uncertain about your personal financial security.
"Will I ever be able to retire from my business? How will I take care of my families future when every dollar seems to go back into the company?"
Echo Financial Advisors is here to lighten that load and bring clarity. We help entrepreneurs turn business success into personal financial security. That means ensuring you pay yourself appropriately, build investments outside your business, and have a rock-solid plan for the day you decide to step back. We'll integrate your business and personal finances.
With Echo's guidance, you can grow your company and know your own retirement and family goals are on track, no matter what happens with the business.
book a free strategy session
Echo Financial Advisors provides personalised guidance to solve the unique financial challenges you face, from managing stock options and RSUs to planning your business exit strategy so you can secure your future with confidence.
At Echo Financial Advisors, cutting-edge technology meets genuine personal service. We know you want fast, intelligent insights and a human who understands your situation. Here’s what sets us apart:
We leverage advanced AI tools to analyse your financial situation and explore scenarios. For instance, our AI can model portfolio performance under various market conditions or help optimise strategies for your specific income structure.
You get data-driven strategies to maximise your wealth - like having a smart assistant watching over your finances - while we interpret and refine the results to fit your life.
When you work with Echo, you work directly with our founder, Kevin Morgan. As a solo advisor, Kevin gives you one-on-one focus and builds a deep understanding of your goals.
You're never passed off to junior staff or a call center. You get a dedicated partner in your financial journey who's just a phone call away.
Tech jargon or business balance sheets - we speak your language. Kevin's passion for technology and background in entrepreneurship mean you won't have to explain your stock vesting schedule or your cash flow concerns over and over.
We get it. Our advice is grounded in real understanding of the tech industry and small business realities in New Zealand, so it's immediately relevant and actionable for you.
Your best interest is our only interest. Echo is a fully independant, fee only advisory, meaning we don't earn commissions for selling products. No hidden agendas, no biased sales pitches - just honest advice tailored to you.
We're a licensed Financial Advice Provider, so you can trust our commitment to ethics and transparency. (In plain terms: we work for you, not a bank or fund manager.)
Finance can be confusing, but we don't make it that way. Kevin explains everything in plain English and welcomes all your questions. Our client-first approach means you always understand your options.
From demistifying "RSU's" and market trends to outlining steps in your financial plan, we ensure you feel informed and empowered. You'll never get a lecture or a sales spiel - just friendly, clear guidance.
It's time to take the next step. Join Kiwi's from across New Zealand who have turned to Echo for financial peace of mind. Book your free strategy session today and start your journey to a confident future.
We'll discuss your goals, answer your questions, and show exactly how we can help you. The sooner you start, the faster you can achieve the financial freedom you deserve.
Book a free strategy sessionFrom realising your immediate goals to securing a comfortable future, our expert services are designed to provide clarity and confidence across every stage of your financial journey.
Dream big, but plan smart. Whether it's buying a home, investing wisely, or preparing for retirement, financial uncertainty can hold you back.
Whether you’re a tech professional or a business owner, our expert-driven approach ensures your investments are optimised for long-term success.
Your retirement should be a time of freedom, not financial uncertainty. Our strategies ensure you have the resources to enjoy your golden years.
Imagine having a clear, personalised roadmap for your finances, designed by an expert who truly understands the unique challenges and opportunities faced by tech professionals and small business owners in New Zealand.
That's exactly what you'll get when you book a free, no-obligation strategy session with Echo Financial Advisors.
This isn't a sales pitch. It's an opportunity for you to get expert insights tailored to your situation and see if Echo Financial Advisors is the right partner to help you unlock your financial potential. Kevin works with a limited number of cients to ensure dedicated, personalised service.
