Float Financial
Dealing with banks and insurance companies isn’t the easiest thing, and most people don’t need that admin in their lives. The team at Float Financial Advisers work with our clients to help them get the win.
Float Financial
Float simplifies financial decisions for Kiwis by providing mortgage, insurance, and investment advice, acting as an advocate to secure the best deals.
About
Needs Assessment
Active buying signals and potential business opportunities
Technology Requirements
Enhanced online profile system
Improved calculators for borrowing capacity and repayments
Tools for matching client needs with best possible solutions.
Service Requirements
Mortgage advice
Insurance advice
KiwiSaver advice
Business lending advice
Re-examining existing mortgages
Infrastructure Requirements
Secure online platform for handling client data.
Talent Requirements
Financial advisors with mortgage broker skills
Expertise in commercial lending
Upskilling advisors to handle complex financial situations.
AI Insights
Growth Trajectory
Float exhibits solid growth potential, supported by its company growth since 2017 and the aim to revolutionize financial advice in New Zealand, further bolstered by their continual hiring.
Market Opportunity
Float capitalizes on a significant market opportunity by providing unbiased financial advice and simplifying complex processes, setting themselves apart from commission-based brokers and traditional financial institutions.
Access Our Live VC Funding Database
30,000+ funded startups
tracked in the last 3 months
B2B verified emails
of key decision makers
Growth metrics
Real-time company performance data
Live updates
of new VC funding rounds
Advanced filters
for sophisticated queries
API access
with multiple export formats