Numbers are my expertise, people are my passion
At Jo Choat Financial Wellbeing, we guide you toward financial peace with clear, personalised advice tailored to your individual needs.
Our Mission
Your Journey
We believe financial wellbeing is a journey, and we’re here to support every step with honest, practical guidance.
About Jo Choat
I’m a qualified financial adviser with over 25 years’ experience helping New Zealanders make informed, confident financial decisions.
These days, I specialise in investment advice, particularly KiwiSaver.
My passion has always been people: empowering financial literacy across Aotearoa and ensuring everyone understands the opportunities available to them. Ngā Tāngata, Ngā Tāngata, Ngā Tāngata - it’s the people, it’s the people, it’s the people.
Help
Questions? Reach out anytime.
Contact
Connect
+64 21 476 322
© 2025. All rights reserved.
Regulatory
FSPR Number: 1006783
Financial Advice Provider: The Advice Group Limited
FSPR Number: 479126
30A Honeysuckle Lane, Mairangi Bay 0630