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Adviser & Director
+64 27 529 7571
Adviser & Director
+64 21 365 142
Education is our mission. To provide a guided path to those who want success but understand the hard work and leadership it takes to get there. We don’t promise fantasies but set realisable goals and to help you unlock your potential.
Integrity isn’t practiced, it’s in our blood. We put our customers at the center of our recommendations. For us, our advice means making a meaningful impact on your financial wellbeing and future wealth.
Our process calls for us knowing sensitive information, like how much you earn. Because of this we think you should know about our earnings and compliance information usually only provided to regulators.
We hold a fiduciary responsibility to protect your information, and act in your best interests. This means your sensitive information is safe.
Working with a broker is like working with all lenders at once. With this we bring competition to the market and work hard to get you the best rates in the market for your unique circumstances.
First Home – Getting your deposit together can be hard. However, you might be eligible for certain schemes aimed at getting you in your first home.
New Home – Already have a home? Looking to upsize, downsize or looking for a top-up? Our variety of lenders and best rates can help.
Investment Property – Getting enough equity to buy your next home can be difficult. However, some specialist banks have lower equity requirements than big banks.
Life Cover – Protection against the event of untimely death.
Income Cover – Protection for your Income against sickness, disability or redundancy.
Trauma Cover – Suffering a serious illness or disability.
Permanent Disability Insurance – Suffering a permanent disability.
Home, Contents and Car – Protection for your assets and personal things.
KiwiSaver – Saving for retirement with New Zealand’s most popular scheme. Not sure how much you have, or which provider has your money?
Investment Funds – Similar to KiwiSaver, without much of the restrictions on when you can remove your funds. Have money in the bank or term deposit?