Own your financial future.

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Align your insurance, KiwiSaver, lending and investments into one future-focused strategy to help you create lasting wealth and financial security. 

Our Services

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Insurance

Insurance that’s built around real life, so you can maintain your lifestyle, plans, and momentum – even if life throws you a curveball.

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Income Protection Insurance NZ

Insurance that’s built around real life, so you can maintain your lifestyle, plans, and momentum – even if life throws you a curveball.

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UK Pension Transfer to New Zealand

Insurance that’s built around real life, so you can maintain your lifestyle, plans, and momentum – even if life throws you a curveball.

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Australian Super Transfer to New Zealand

Insurance that’s built around real life, so you can maintain your lifestyle, plans, and momentum – even if life throws you a curveball.

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Home Loans

Lending done right, future-proofed with you in mind. From structure to strategy, we’ll guide you to make smarter property moves now that support the life you want later. 

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First Home Buyer Mortgage

Lending done right, future-proofed with you in mind. From structure to strategy, we’ll guide you to make smarter property moves now that support the life you want later. 

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Home Refinancing NZ

Lending done right, future-proofed with you in mind. From structure to strategy, we’ll guide you to make smarter property moves now that support the life you want later. 

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Complex Lending Solutions

Lending done right, future-proofed with you in mind. From structure to strategy, we’ll guide you to make smarter property moves now that support the life you want later. 

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KiwiSaver

KiwiSaver with a purpose. We match your fund and strategy to your goals and timeline – whether you’re decades from retirement or preparing for your first home.

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Investments

Start investing with expert guidance and zero guesswork. We help everyday Kiwis grow wealth with clarity and control.

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Property Investment Advisor NZ

Start investing with expert guidance and zero guesswork. We help everyday Kiwis grow wealth with clarity and control.

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Financial Review

Your complete financial check-in. We bring together all the pieces to give you a clear, honest view of your finances and a solid wealth plan for the future.

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Real advice that connects the dots.

We’re financial advisers who bring everything together – insurance, KiwiSaver, home loans and investing – so your future is clear.

We tailor every recommendation to your goals, lifestyle and long-term vision. No cut and paste advice, just smart strategy and clear guidance. Whether you’re starting out or ready to level up, we’ll help you move forward with confidence.

Talk to us in person in Hawke’s Bay, Auckland, Taupo or Christchurch, or book your free digital session from anywhere in New Zealand.

Smart thinking for a confident tomorrow

Top KiwiSaver Fund Performance: September Quarter 2025

Top KiwiSaver Fund Performance: September Quarter 2025

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Bring Your Retirement Money Home

Bring Your Retirement Money Home

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Mortgage Broker vs Mortgage Adviser: Why Kiwis Deserve More Than a Transaction

Mortgage Broker vs Mortgage Adviser: Why Kiwis Deserve More Than a Transaction

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Hawke’s Bay Property Market Update: Corrections Deliver a Buyer’s Edge

Hawke’s Bay Property Market Update: Corrections Deliver a Buyer’s Edge

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Top KiwiSaver Fund Performance: March Quarter 2025

Top KiwiSaver Fund Performance: March Quarter 2025

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How Kiwis Can Build Real Wealth for Retirement

How Kiwis Can Build Real Wealth for Retirement

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Top KiwiSaver Fund Performance: June Quarter 2025

Top KiwiSaver Fund Performance: June Quarter 2025

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The Ultimate Beginners Guide To KiwiSaver

The Ultimate Beginners Guide To KiwiSaver

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What our clients say

Shape your tomorrow

Certified, efficient, and empowering Kiwis to make better financial decisions.