Business as usual
During this period of isolation, you can rest assured that our support to new and existing clients continues on an uninterrupted basis with services such as investment advice, portfolio management, mortgage broking, and retirement planning services. The entire team has access to their full range of usual resources and it would be our pleasure to assist you in any way.
Guaranteed retirement income
Financial 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.
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!
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.
Articles and tips on investing, lending, insurance and more
We care - and we're here for you (brief video)
All services available online, by phone, & by video-call (30 sec video)
Investing & managing your wealth (30 second video)
First home buyer assistance - video clip