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.
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Invest with confidenceFinancial 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.
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The best investments
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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!
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Mortgages
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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.
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Why do you need insurance?
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Articles and tips on investing, lending, insurance and more
Maybe you’ve recently become an empty nester looking to downsize, or perhaps you’re starting or expanding your family, or maybe you’re moving between locations for a job offer or opportunity. Whatever your motivation, you’re thinking of selling your home and moving on.
But before you dive in, it helps to know which home selling mistakes to avoid and ensure you get a great offer, sell...
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It’s usually said that money can’t buy happiness, but apparently a salary of US$128,844 (NZ$182,539) will do the trick for Kiwi’s.
Money and finance website Expensivity has calculated the salary level in each country that would prevent unhappiness.
The global analysis was based on the “happiness premium” established by researchers at Purdue University, in the United States. In...
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There’s no one answer for how much to save or invest. Every person’s investing target is a function of their specific circumstances — how much they make, how much they spend, the lifestyle or experiences they want to have later in life, and how much they’re willing to sacrifice to attain it.
But, regardless of where you are in your journey toward financial independence, it’s generally...
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Taking on debt has a bunch of negative associations. However, debt can be a helpful way to increase your earning potential, grow passive income, or otherwise invest in a financially stable future. Sometimes, it’s necessary to protect your health or wellbeing. When managed responsibly, good debt – including most student loans and mortgages – can be a clever thing to take on.
In contrast...
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