Not Your Average Financial Adviser

We’re here to get you the maximum returns on your KiwiSaver, mortgages and finances.

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

Your wallet, your rules

No boring budgets here, just a game plan built for you.

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.

Turns out, knowing our stuff pays off. Our industry creds mean you’re not just getting advice, you’re getting top-shelf, gold-star, expert-approved guidance.
Your finances aren’t off the rack, so why should your advice be? We dig into what you want, what you need, and what actually works for you, no copy-paste strategies here.

5 Stars Google Rating

Money Talks, So Our Clients Do Too

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.

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).

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.