"They were approachable, prompt and clear from the start. He stepped us through our financial habits, goals and commitments, and then helped talk us through a detailed inventory of our resources alongside outgoings."

Our Approach

Personal advice that’s all about you, not us…

There are many insurance, investment, and superannuation options available in New Zealand. So much so that it’s easy to become confused about what’s best for now whilst still giving you flexibility as you move forward into the future. That’s where we, as non-aligned financial advisors can help you get things sorted. Whether you’re single or married; have children, grandchildren or no children at all; are a business owner, farmer, or an employee; we have the expertise to provide you with specific, personalised advice.


Our Process

Our Six Step Advice Process is designed to help us help you. We start by getting to know the things that are important to you. Whether you’re just starting out, or have been round the clock a few times, our financial advisors are here to help you at whatever life stage you’re at.

  1. Meet with you and establish our relationship.
  2. Determine your Goals and Objectives.
  3. Identify your current situation and potential risk/opportunities.
  4. Develop and recommend strategies.
  5. Assist you with implementing recommended strategies.
  6. Review and revise strategies on a periodic basis.
Our Process
"The result has been that we can now look to our financial future secure in knowing what we can afford, and safe in the knowledge we can get through our retirement years."

Contact Us

Unit 5, Level 1, Parkside Plaza
333 Harewood Road

PO Box 20335

Tel: 03 360 2001

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