Beta Financial Group
Financial Adviser · Queenstown

Tailored financial solutions for every stage of your life.

Personal insurance, medical cover, KiwiSaver, savings and retirement planning — a customised plan that adapts as your circumstances change and builds a secure financial foundation.

Angharad Daniels
Schedule a no-obligation first meeting with Angharad to see how we can help.
Book now →
Partnering with NZ's leading providers
NZ FundsnibAIAFidelity LifeAsteron LifeChubb
Advice across all personal insurance and all investment providers in New Zealand.

Advice, step by step

Services

Complex financial concepts, broken down into easy-to-understand terms — so you can make informed decisions and confidently navigate your financial journey.

01
Personal Insurance AdviceTailored insurance plans to financially protect you and your family when unexpected events, accidents or illnesses happen — reviewed annually to change with your age and stage of life.
02
Medical Insurance AdviceTailored private medical plans to ensure quick access to medical specialists and treatment — peace of mind should you experience any illness.
03
KiwiSaver AdviceChoose the right KiwiSaver fund to suit your needs and goals, and stay on track to achieve the retirement you want.
04
Savings & Investment AdviceAchieve your savings goals — first home, holiday or wealth accumulation — working together using cash accounts and managed funds.
05
Retirement PlanningA plan that lets you enjoy your retirement: working out spending, calculating assets and debt position, and the changes needed to achieve it.
See our process →
Looking out over the Remarkables above Queenstown
Queenstown · Jacks Point
Advice from the Southern Lakes, for clients across New Zealand.
Angharad Daniels
Angharad Daniels
Director · Financial Adviser
About

After a decade of management and adviser roles across investment and insurance, Angharad left the corporate world to offer real, accessible advice to everyone who needs it.

We look after clients over the long term — building wealth, managing insurance, and working toward financial independence for retirement. Fully qualified with the NZ Financial Certification in Personal Risk Insurance and Investment Planning.

More about Angharad →
“

Outstanding professional service. Angharad is extremely knowledgeable, efficient and professional. What a pleasure to encounter such an excellent service.

Gillian B — Client, Queenstown

Let's talk.

A no-obligation first meeting to see how we can help.

Book now →
Queenstown office
26 Spur Ridge Rise
Jacks Point 9371
0212 855 755
angharad@betafinancial.co.nz

Guides & insights

From the desk
Insight · New KiwiSaver changes in 2026 — what moved, and what it means for you The government contribution and default contribution rate both changed this year. How it affects your balance and your plan. Read the insight → Guide Moving from Australia? Your money doesn't move as neatly as your furniture Super, healthcare and insurance all work differently here. What to sort first — and the three things Aussies routinely get wrong. Read the guide → How we work Advice in six clear steps — no jargon, no pressure From a first conversation to an ongoing annual review: exactly what working together looks like. See the process →