Licensed Financial Adviser
About Dylan Goldstone
Welcome, I’m Dylan Goldstone, a Licensed Financial Adviser and the founder of Family First Financial Services.
As an insurance broker and licensed financial advisor, my priority is helping you secure the right insurance policies to protect what matters most while also providing expert guidance on KiwiSaver. Whether it’s life insurance to safeguard your loved ones, TPD insurance for financial security, income protection, health cover, trauma insurance, or Key Person Insurance for your business, I’ll tailor solutions to meet your unique needs.
In addition to insurance, I offer impartial KiwiSaver advice to ensure your retirement savings are on track and aligned with your financial goals. My approach is all about taking the stress out of insurance and financial decisions by providing clear, personalised advice without hidden fees or extra costs.
Building Long-Term Relationships
Financial advice is not a one-size-fits-all solution, and that’s why I take the time to truly understand your goals and priorities. I pride myself on building long-term relationships with my clients, offering ongoing support as life changes.
Whether you’re:
- Starting a family
- Purchasing your first home
- Planning for retirement
- Or simply reviewing your current financial situation
I’ll be there to guide you through every step of the process.
"Financial advice is not a one-size-fits-all solution, and that’s why I take the time to truly understand your goals and priorities."
Personal Insurance: Expert Guidance You Can Trust
Life is unpredictable, and having the right Personal Insurance in place is essential to protect yourself and your loved ones. Whether it’s life insurance, health insurance, or income protection, I’ll help you find tailored solutions to suit your needs. I also specialise in total and permanent disability (TPD) insurance and trauma insurance, ensuring you’re covered no matter what life throws your way.
As a licensed financial advisor and experienced insurance broker, I work independently to provide impartial advice. My goal is to simplify the process of selecting the best insurance policies for your unique situation. From researching policies to comparing providers, I’ll ensure you get the right coverage for your circumstances—without any additional fees for my services.
Life changes quickly—whether it’s starting a new job, expanding your family, or entering a new stage in life. I’ll work with you to review and adjust your policies as needed, ensuring your cover evolves with your needs. Having the right insurance means you can focus on what’s most important, knowing you’re prepared for the unexpected.
Let’s work together to secure your future with comprehensive, reliable Personal Insurance that gives you peace of mind now and in the years to come.
Get started on your finiancial journey
KiwiSaver Adviser: Advice You Can Trust
Making the right choices for your KiwiSaver is essential for securing your financial future. Whether you’re planning for retirement, saving for your first home, or growing your wealth, it’s important to make informed decisions. With so many KiwiSaver providers and types of KiwiSaver funds available, it can be difficult to figure out which option suits you best.
That’s where I come in. As your KiwiSaver adviser, I’ll guide you through the process to ensure your KiwiSaver works for you. Together, we’ll:
- Understand the different types of KiwiSaver funds: I’ll help you identify which fund type aligns with your goals and risk tolerance.
- Select a KiwiSaver provider: We’ll find one that matches your needs and priorities.
- Adjust your KiwiSaver plan as life changes: Whether you’re starting a family, buying your first home, or reassessing your goals, I’ll ensure your plan stays on track.
With my personalised advice, you can feel confident knowing your KiwiSaver is working hard for you—both now and in the future. I’ll take the stress out of managing your KiwiSaver, giving you peace of mind and clarity every step of the way.
Why Choose Dylan Goldstone?
As the founder of Family First Financial Services, I’ve built my business on the values of trust, transparency, and personalised service. Here’s what sets me apart:
Independent Advice: I’m not tied to any specific provider, so I’ll always recommend what’s best for you.
No Additional Fees: My services come at no extra cost to you—no surprises, no hidden charges.
Tailored Guidance: Every client’s situation is unique, and I’ll provide customised advice that fits your needs.
Long-Term Support: I’m here for the long haul, offering ongoing advice as your financial situation evolves.
About Dylan Goldstone
When I’m not working with clients, you’ll likely find me playing cricket or spending time with my family. These two passions—teamwork and family—are central to how I approach my work.
I started Family First Financial Services because I believe financial advice should be about more than just numbers—it’s about understanding people and building trust. My goal is to be the financial adviser you can rely on, helping you make informed decisions for today and the future.
Get in Touch
Whether you’re seeking advice on KiwiSaver, insurance, or simply want to better understand your financial options, I’m here to help. Let’s work together to create a plan that fits your goals and gives you peace of mind.
Dylan Goldstone
Licensed Financial Adviser | Family First Financial Services
Personalised Financial Advice You Can Trust