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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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
Investing has sometimes been viewed by New Zealanders as a dark and mysterious field. Fortunately, as Kiwi’s become more familiar with a wider range of investments – such as KiwiSaver, shares, property, or managed funds – this is steadily changing. Unfortunately, at times when we know a little bit about something, we become more dangerous than if we knew nothing at all. Consider this old...
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Stress testing (sometimes called torture testing) is a form of deliberately intense or thorough testing used to determine the stability of a given system, critical infrastructure, or entity. It involves testing beyond normal operational capacity, often to a breaking point, to observe the results.
Stress tests are used in many fields:
The most well-known might be a fitness...
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Cars are more efficient these days. Yet Kiwi drivers still spend staggering amounts of money on petrol.
The latest data available from Statistics NZ says that the average NZ household spends a whopping $2,522 each year at the pump. This is a significant increase since data was last collected in 2016.
Since the reporting period ended, taxes on petrol have gone up, so the annual...
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Many of us received an allowance back when we were kids. This is often the main reason many of us pay an allowance to our own children. But is tradition really a good reason to give our kids money? In fact, there might be some very good reasons for not giving our kids an allowance.
There are some good reasons to question the conventional wisdom in this area.
Should kids get an...
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