Meet The Team
The People Behind Your Plan
Meet the team helping you make smarter money moves.
Aimee Trott
Director & Financial Adviser – Mortgage, KiwiSaver and Investment
With over 20 years of personal property investment experience, Aimee knows what it takes to make smart financial moves. But more importantly, she understands that everyone’s financial situation is unique – and everyone deserves quality financial advice, regardless of where they’re starting from.
Whether you’re looking at KiwiSaver options, navigating the mortgage process, growing your investment portfolio, or planning out your retirement, Aimee is here to support you every step of the way. She believes in building long-term relationships with her clients, guiding them through their entire financial journey with practical advice and genuine care.
Rebecca
Financial Adviser – Insurance, KiwiSaver and Investment
Rebecca has over a decade in the wealth management industry, working closely with clients to build and manage tailored investment strategies.
Rebecca specialises in holistic retirement and insurance planning, helping individuals and families create comprehensive strategies that not only grow wealth for the future but also protect against life’s uncertainties. Her approach brings together investment, KiwiSaver, and personal insurance advice to ensure clients have both financial security and peace of mind.
Passionate about empowering people to take control of their financial future, Rebecca combines deep technical expertise with a client-focused approach, guiding her clients through every stage of their wealth journey.
Cherie Campbell
Compliance Officer
Cherie brings over twenty five years of mortgage advisory experience from the banking industry to her compliance role, providing unparalleled insight into banking operations and finance requirements. Her deep understanding of banking operations and meticulous attention to detail ensures our adviser business maintains the highest standards of compliance and client protection.
Emma Farmer
Client Relationship Manager
Emma serves as our Client Relationship Manager, bringing over twenty years of distinguished experience in client services and financial consultation. Her exceptional attention to detail and commitment to building lasting relationships ensures every client receives personalized, comprehensive support tailored to their unique financial goals.
Mojo
Head of Barketing Department
Mojo brings tail-wagging enthusiasm to the office daily and specializes in client belly rubs. He holds an advanced degree in treat negotiations, barks loudly about investment returns, and strategically naps between important marketing meetings
Jasper
Head of Paperwork Supervision
Jasper oversees all critical documentation with unmatched dedication, using advanced feline inspection techniques and ensuring no contract goes unsigned without his personal paw print approval.
