We're a financial planning agency that specializes in solutions tailored to our clients’ financial goals.

Who we are?

Founded in 2020, Elephant Financial Service Limited was created to give New Zealanders an easy way to get mortgage lending and compare insurance policies online, free from pressure or complications.

We are based in Wellington.  From lending to insurances to financial advice, our team has what it takes to help you reach your financial goals.

Elephant Financial Service Limited (FSP1000600), trading as Elephant Finance, is licensed by the Financial Markets Authority to offer financial advice.

 Our Adviser

Our adviser Jing (Bella) Wu, (FSP1000589), is the sole director of Elephant Finance, and provides advice on behalf of Elephant Finacial Service Limited trading as Elephant Finance.

Elephant Financial Service Limited is authorized to provide residential lending advice services under the Financial Advice Provider (FAP) license held by Astute Financial Management Limited. Astute commenced operations in New Zealand in 2018 and was granted a full Financial Advice Provider license by the Financial Markets Authority (FMA) in 2021.

Additionally, Elephant Financial Service Limited is authorized to provide personal risk advice services under the Financial Advice Provider license held by NZ Risk Service Limited. NZ Risk began its operations in New Zealand in 2023 and received its full Financial Advice Provider license from the FMA in 2023.