We help people make informed decisions

Our transparent impartial advice helps you better understand your financial situation, the implications of different choices and how to develop a plan to achieve your personal goals.

OUR GUIDELINES - WE HELP PEOPLE

We're open and honest in our approach and we're committed to helping people make the right decisions for their future. We listen to understand and learn about financial needs, goals and aspirations and then advise people on how they can live the life they want to lead. Our advisers are Financial Advisers and are regulated by the Financial Markets Authority (FMA) and are committed to delivering the highest quality of financial guidance and advice.

WE ARE PASSIONATE ABOUT WHAT WE DO

Whether its helping someone over the phone, face-to-face or online, we always put the customer first, and we bring passion to everything we do. This passion is focused on helping you find your "safe place", making your money work for you and your loved ones.
We love our job because every day we go home knowing we have made a difference.

WE MAKE ADVICE ACCESSIBLE TO ALL

We believe financial advice should be available to everyone. That's why our service is tailored to your needs, aspirations, and lifestyle.

WE BELIEVE IN SIMPLE COMMUNICATION

The financial industry is known for being over-complicated and we don’t think it has to be. While the topics we talk about are always serious and often quite complex, our focus is providing information in a way that's easy to understand, enabling you to make informed choices.