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In an ever-increasing world trend of style over substance and immediate gratification, Global Finance is proud to celebrate 20 years. We know building something that offers sustainable value does not happen overnight. It takes years and the support of many.

There are always challenges, but as anyone passionate about the legacy they create, the company’s founder and Managing Director, Ajay Kumar considers the effort and energy required to provide award-winning customer centric financial services to New Zealanders is worth it.

“When I started this business soon after immigrating to New Zealand I had a vision to support all New Zealanders, who valued financial advice, with my banking and insurance knowledge. I couldn’t understand why there was so little education and knowledge regarding the types of financial instruments like mortgages and insurance that are part of people’s daily life. I wanted Global Finance customers to know more and consequently have better financial choices in their lives.”

To be a sustainable long-term financial service business in a small market like New Zealand means you must do a lot of things differently from your competitors. You must be willing to change and adapt. Despite this, one thing Global Finance have never changed is their reason for being – The Customer. In 2015 Global Finance was one of the first financial service advisory businesses to win “Excellence in Customer Service” at the Auckland Chamber of Commerce and ATEED Westpac Auckland Business Awards. The 2016 awards saw them collect the gong for “Marketing” and in the same year, the inaugural Deloittes Fast 50 Award for “Fastest growing mature business”. The business has gone on to collect more than 40 awards and has been recognised as the best in their industry.

“These awards and the many other industry ones we have achieved, have always been on behalf of the customers we serve and because of the customers we work for. Our ability to deliver to the founding vision is only because we have been able to meet our customers’ expectations in a way that is relevant to them. This is why through our 2016 branding refresh we landed on the essence of what we strive for on behalf of the customers – “your best interest”.

This seems to contrast with the world of financial services currently but the fact that Global Finance have sustained an average growth in the customers they serve exceeding 25% per annum over the last 5 years with an average NPS (Net Promoter Score) of 75 means they are not just talking the talk but walking the walk too.

“We see more customers increasingly experiencing frustration at the lack of service and the inability to get across-the-market advice from traditional providers. We are sure about our experience, expertise, and ability to access the breadth of the market and provide the right advice. Our mantra has become “it’s about advice not price” in the face of large-scale rate advertising that seems attractive but may not be the right option following consultation with the customer and their needs.”

Global Finance continue to expand to bring Global expertise locally with branches in Airport Oaks, Henderson, and Manukau.

Happy Birthday to all the team at Global Finance.