Wealth Optimisation

Creating better financial futures. 

Financial advice

Effective and informative investment advice.

We'll help you take a secure and methodical approach to investing.

Best insurance

Gareth was very informative and I felt he really listened to us and understood what we were working towards, he had some great advice and recommendations that we otherwise wouldnt have been exposed to. Gareth is very responsive. I'd recommend him to anyone needing financial advice

Best financial adviser
01

FUND TYPES

Conservative

Risk-averse or short-term investors planning to buy their first home soon, or for those nearing retirement.

Balanced

Middle of the road investors looking to find a balance between risk and reward.

Growth

Long-term investors who are comfortable with volatility for potentially higher returns.

Aggressive

Younger and long-term investors who are comfortable with a high-risk, high-reward investing approach.
Best home loan service
01

What's it worth?

Free property valuation

Thinking of selling, buying or just plain curious?

Whatever the reason, our free property valuation report will give you the information you need to make an informed decision.
Get your property report
02

LOAN
CALCULATOR

Use this calculator as a guide to find out what your home loan repayments could be.

$2,217
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HOME PRICE
LOAN TERM
DEPOSIT
INTEREST RATE
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best wealth optimisation
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EXPERT ADVICE

Amplifying wealth through smart advice and financial empowerment.

REVIEWS

reviews

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