Wealth management & financial planning for all of life's phases
We enable you to focus on what matters most and reach your chosen milestones. Contact us to book your free initial consultation.
Planning your retirement lifestyle
RetirementGet mortgage-free faster
Refinancing your mortgageProtect your family & lifestyle
Why do you need insurance?Your wealth: earn it, keep it, grow it
The best investmentsYour first home
First home buyersGuaranteed retirement income
AnnuityFinancial advice to meet all your investment, mortgage & insurance needs
Get great financial advice so you can be financially secure and have the freedom to make the choices you want
We will assist you with the best advice to manage all your financial affairs – plan for your retirement, become mortgage-free faster, invest and manage your hard-earned funds, protect your family, or find the best way to leave a legacy for your loved ones.
We can help you make the best possible choices, unravel financial complexities, establish a comprehensive plan, and recommend solutions to help you make the most of your current circumstances and achieve a better financial future.
To cut through the complexity and construct a mix of investments to suit you, it's essential you seek advice. Whether it’s KiwiSaver, investing to grow your wealth, maintaining it in retirement, passing that wealth on, or any other aspect of wealth management, we can help you reach your milestones.
Read more
The best investments
Read more
Whether you’re a first home buyer, working your way up the property ladder, or are an experienced property investor looking to refinance or add to your portfolio, nobody wants to be paying a mortgage longer than necessary. Our financial advisers can help, and in most cases it’s totally free!
See more
Mortgages
See more
It’s natural to want the peace of mind that comes with a solid backup plan, just in case life throws the unexpected at you. That’s why the right insurance is essential. An insurance adviser will ensure your family and assets have the protection they need, stop you getting ripped off, and support you when you need to make a claim.
Find out more
Why do you need insurance?
Find out more
Articles and tips on investing, lending, insurance and more
Just in case you missed it, interest rates in NZ are at record lows after steadily sliding downwards for at least the last 10 years, and most analysts predict they will drop further.
This is great news for nearly everyone who’s borrowed or is borrowing money (including those with mortgages who haven’t fixed the term for too long), as they won’t be paying so much in interest. This...
Read more
Read more
Recently released research by the Financial Services Council suggests that a NZ financial adviser is worth the impressive sum of $1.5m over 25 years to every person they assist. If you haven’t already received the backing of an adviser, what better time than now?
The Financial Markets Authority has developed some initial questions it suggests you ask when selecting a suitable...
Read more
Read more
By nearly all measures, the NZ housing market has performed better than expected. So far, house prices are defying logic, expectations, and even belief, as they shoot up to record highs amid the health and economic crisis.
How much have house prices increased?
According to the Real Estate Institute of New Zealand (REINZ), the median house price for NZ increased to $675,000 in...
Read more
Read more
Most people make one common investing mistake until well into their lives.
Before elaborating on the issue, and its simple solution, let’s define the terms ‘simple’ and ‘easy’ with the help of an online dictionary:
Simple: as having only one or a few parts, easy to understand or not complicated. Easy: something that can be done with ease, is not hurried, is not...
Read more
Read more
