Expert financial advice for you or your business
Marcus Morrison – Director – K3 Consulting
Glenn Wilson – Client Portfolio Manager – First NZ Capital
Barbara Kendall – Olympic Athlete
Chris & Angela Parker
Ray Spencer – Kiwi Livestock
Alistair McLennan – Director – Moore Stephens Markhams
Jason Osborne – Director – Osborne Group
Syd Morgan – FCA – The Hive
Clayton Coplestone – Director – Heathcote Investment Partners
Jude Clark – Estate Agent – Ray White Real Estate
Jeremy Sharp – Owner – Masterton Stihl Shop
Meg Speirs – Pool Projects
David Ross – Estate Agent – Property Brokers
Financial health check
How’s the state of your financial health? Download, print, and fill out the Financial Health Check to instantly know the state of your financial affairs.
Financial Advice is getting people in comfortable positions to achieve their financial goals. Our Authorised and Registered Financial Advisers can help you map out your financial situation.
Financial planning market leaders
- 2017 – Finalists in the Wellington Gold Awards (Team Gold category)
- 2016 – Finalists in the Wellington Gold Awards (Emerging Gold category)
- 2012 – First business in NZ to achieve IDS compliance audit approval
- 2012 – KiwiSaver practice of the year runner up (Grosvenor New Zealand Awards)
- 2010 – Top young gun (Newpark Financial Services Conference)
Smart financial advice
Most people have the knowledge about everything we discuss already, but they need to have the right structure to implement it.
We give advice on the best tools and processes. We’ll help you to work smarter and provide complete financial planning services for individual, business and rural clients in investment, KiwiSaver, insurance, ACC advice, lending advice and succession planning.