Kia Ora

Meet your new
Personal Financial Manager

Contact us now for a free financial review

Your Success is our success

We believe the personal touch from finance is gone and we're bringing it back!

As your Personal Financial Advisor we want to be there for all your financial goals, best of all... our services are paid for by your provider.

How we can help

First Home Buyers

Let us, step by step, walk you through the entire process.

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Investment Property

Make the most of your existing equity.

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Construction Lending

Dreaming of building your new house?  Let us help you.

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Life Insurance

Life cover isn’t for you, it’s for the people you leave behind, to help them pay for things like your tangi (funeral), clear your debt or a legacy for your loved ones.

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Income & Mortgage Protection

Can’t work for a significant period of time? Income protection can help pay for your necessities like power and food until you can work again.

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Health Insurance

As well as helping to cover the costs of expensive surgeries, tests, specialists, GP’s and dental – depending on your level of cover

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Meet your new
Personal Financial Manager