We help ambitious professionals design a life of freedom and purpose—without waiting for retirement.
Get clear on purpose — Plan your future — Build true wealth.
Who We Are
Page Family Financial Planning was founded by Raiden Page, a financial planner who broke away from New Zealand Financial Planning to build a firm dedicated to serving professionals.
We know that money alone doesn’t create happiness. True fulfillment comes from intentional living—where financial decisions support a life of purpose.
We believe wealth is more than just numbers. It’s about personal freedom, meaningful relationships, and the ability to pursue dreams.
You can trust us to handle the financial complexity and help you build a life of freedom and purpose.
What We Do
Life planning
We take you through life planning exercises to help you envision your ideal life. This establishes an understanding which can inform your financial decisions.
Cash flow planning
We work with you to understand your current spending, optimise your bank account structure, estimate your annual savings, and develop a savings plan.
Investment strategy planning
We provide investment education, distinguish short term accounts from long term strategy, and help you invest implement a strategy you can trust to build long term wealth.
Financial
independence planning
We provide projections to show how your life may look more long term, discuss what ‘enough’ looks like for you, and model ‘what-if’ scenarios.
Estate & insurance Planning
We help with your estate planning by reviewing your existing documents, identifying any gaps in insurance needs and/or collaborating with insurance and estate planning experts.
Employee equity planning
Your planning strategy includes investment vehicles such as Restricted Stock Units (RSUs), Employee Share Purchase Plans (ESPPs), and other types of employee equity.
