Most advisers have a model.
5 Stars Google Rating
✓ Christchurch Based ✓ 25+ years combined experience
We’re
here
to
take
the
stress
out
of
mortgages,
KiwiSaver,
and
financial
planning
We offer clear advice that actually makes sense. Backed by a team with over 25 years’ combined experience, we help you make smart money moves with confidence, and without the hefty price tag.
Your Financial Glow-Up Starts Here
Mortgage
Whether you are buying your first home, refinancing or restructuring, I will find the right loan and negotiate on your behalf. No bank loyalty, just the right deal for you.
KiwiSaver
Most people are in the wrong fund and do not know it. I will review where your money is, optimise your contributions, and make sure your KiwiSaver is actually working for your goals.
Insurance
The right cover protects everything you are building. I will make sure you have exactly what you need – not too much, not too little – and that it fits your budget.
Less Work, More Wealth
Retirement should be about freedom, not financial stress. Whether it’s making sure your KiwiSaver investment’s pulling its weight or finding smarter ways to grow your money, we help you lock in a plan that sets you up for the good life.
Your wallet, your rules
No boring budgets here, just a game plan built for you.
Straight-Up, No Strings Attached
We’re not about bank loyalty, we’re here for real talk and advice that’s got your back. We keep it crystal clear, so you always know what’s what, with no fine print, no finance fluff, just the good stuff.
We’ve Got Receipts, And Awards
Custom Cash Game Plan
5 Stars Google Rating
Money Talks, So Our Clients Do Too
Aimee was super helpful and able to answer all of our questions in a professional manner. She is extremely knowledgeable in her field of expertise and it was a privilege being able to get financial advice from her and gain some insight as to how to make our account grow!
Aimee has been a great advisor for us with our Kiwi saver portfolio and investments that we needed to sort out . She was very organised and quick to implement our wishes.
Aimee does a great job and really cares about her clients and the outcome. It is about the people and not the $ for Aimee
Aimee does a great job and really cares about her clients and the outcome. It is about the people and not the $ for Aimee
Aimee is awesome to deal with, helped us with our investment and got us heading in the right direction.
I have only know Aimee for a short time but the levels of professionalism and support she gives me is second to none! I have already recommended Aimee to others!
Aimee was very helpful, we had difficulties along the way, she went above and beyond to make sure we were able to purchase our new home. Thank you so much we will never forget your service.
Book a call and watch our software tool predict your retirement savings
Wondering what your future bank balance might look like? Our AI-powered tools don’t just crunch numbers, they predict your retirement savings, mortgage repayments, loan terms, and overall financial glow-up. No complicated spreadsheets, just fast, smart insights that help you plan with confidence.
From Overwhelmed to On Track
Hear how we’ve helped clients kick financial stress to the curb and take charge of their money.
Jo
My Journey to Financial Confidence: A Case Study
- OUR ADVISER MEMBER
Sam
“Without a doubt, Aimee stands out as one of the best in her field.”
- OUR ADVISER MEMBER
Lily
My Energy-Efficient Home Journey: Improving Health and Saving Money
- OUR ADVISER MEMBER
From Piggy Banks to Property We’ve Got Your Back
KiwiSaver
Your golden ticket to growing your savings, whether for retirement or buying your first home. Picking the right fund? Maximising contributions? Figuring out what you can actually use it for? We’ll break it down and keep it simple. Small moves now, big wins later.
Debt Consolidation
Drowning in debt repayments? Let’s tidy things up. We’ll roll everything into one simple loan so you can stop juggling and start breathing easier. Less stress and more control sounds good, right?
First Home Buyers
Buying your first home is a big deal, but it doesn’t have to be a big drama. We break down the process, cut through the jargon, and help you lock in a loan that fits your life.
Mortgages
Mortgages can feel like a puzzle with missing pieces. We’ll put it all together for you, comparing lenders, negotiating rates, and finding a loan that actually works for you.
Refinancing
Loyalty to your bank doesn’t always pay. If your mortgage isn’t cutting it anymore, we’ll help you switch to a better deal with lower rates, smarter repayments, and less financial faff.
Investment
Not sure where to put your money? We’ll help you invest smarter, not riskier. No crystal balls, no confusing finance speak. Just real advice to grow your wealth with confidence.
Financial Planning
Think of us as your financial GPS. Whether you’re building wealth, getting your budget in shape, or planning for the future, we’ll map out a plan that makes sense (and actually works).
Insurance
Life doesn’t come with a warning system, but insurance is the next best thing. Whether it’s life, health, income, or trauma cover, we’ll help you figure out what actually matters for your situation and skip the stuff that doesn’t. No scare tactics, just solid cover that’s got your back when it counts.
OUTSTANDING KIWISAVER ADVISER
Find out why we’re recognised by industry experts as some of the best in the business.
How We Make It Happen
No confusing steps, no guesswork—just a clear, straightforward process to get you where you want to be.
1. Getting to Know You
A discovery call to understand your situation.
2. Fact-Finding
Doing our research & finding the best options.
3. Your Personalised Plan
We present you with a range of options for your situation.
4. Action
The fun part- where all the work pays off!
1. Getting to Know You
A discovery call to understand your situation.
2. Fact-Finding
Doing our research & finding the best options.
3. Your Personalised Plan
We present you with a range of options for your situation.
4. Action
The fun part- where all the work pays off!
Interested? Looking to learn more? Step this way.
Let’s turn your goals into a game plan
Book a free discovery call to learn more about how we can help.