Not Your Average Financial Adviser
(Valued at $300)
5 Stars Google Rating
We’re
here
to
take
the
stress
out
of
mortgages,
KiwiSaver,
and
financial
planning
We offer clear advice that actually makes sense. With over 20 years of experience, we help you make smart money moves with confidence, and without the hefty price tag.
Your Financial Glow-Up Starts Here
Bossing Your Business Finances
From cash flow tips to tax hacks, we make sure your business is working for you, not the other way around. With our expert advice and smart strategies, you can focus on growth while we handle the numbers.
From Payday to Power Plays
Making Cents of Your Finances
You’re across everything else, so why not your finances? Whether it’s stretching the budget, saving for something big, or making sure your family’s financially set, we make money management simple.
Less Work, More Wealth
Retirement should be about freedom, not financial stress. Whether it’s making sure your KiwiSaver’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.
(Valued at $300)
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
(Valued at $300)
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.
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 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.
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 is awesome to deal with, helped us with our investment and got us heading in the right direction.
Nigel Innes-jones
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!
David Adams
Aimee was amazing in helping my partner and I purchase our first home . Her advice on affordability , loan structures and finances were second to none.
Aimee made this whole process so easy and I can’t thank her enough for her help.
I would recommend anyone who is after any financial advice to see Aimee and the team.
Thanks Reid
Aimee has been an outstanding professional to work with. She demonstrates exceptional precision and professionalism, making her approachable and easy to collaborate with. She is not only an excellent communicator but also provides invaluable advice, ensuring all concerns are addressed effectively. Without a doubt, Aimee stands out as one of the best in her field.
My Adviser Aimee is what you call top quality and the best ever. No one can ever come close to how spectacular this superhuman is. Not only does she have amazing energy, Vibes and delivers her work to perfection but her vast knowledge of her profession speaks volumes. Her understanding of what’s best for every individual person allows us all to succeed and be great together. Her passion for her work is out of this world, she genuinely wants nothing but the greatest for everyone and you feel it as soon as you see her work unfold. I recommend Aimee to everyone she will not disappoint you and trust me, when I say you will see her magic work! as soon as you understand what you need and do what’s best for you. Thank you Aimee ❤️
Aimee is fantastic to deal with. There was never a problem with contacting me outside if normal business hours. She listened and looked at my current life situation and gave suggestions that suited me. I am really happy to say that the changes that she made have made a positive difference in both my kiwisaver balance and my savings fund. I would happily recommend Aimee to help out anyone – either those starting out and needing guidance or those that are looking to invest etc – you will be in capable hands
Aimee was fantastic to work with! She helped my partner and I sort out our KiwiSaver and set up a plan for saving towards our first home. Everything was explained in a way that was super easy to understand, and she made the whole process feel so manageable and straightforward.
We’re so grateful for her help and wouldn’t hesitate to recommend her to anyone needing financial advice!
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!
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
(Valued at $300)
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.
OUTSTANDING KIWISAVER ADVISOR
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.
