Where you can find us
What’s important to you
is what’s important to us
Helping you protect what's really important
Helping you get the most out of KiwiSaver
Helping you plan for a secure retirement

We are a Dunedin financial services company providing quality financial advice to our personal and corporate clients. We believe in the importance of relationships and the value of personal service because your circumstances and priorities will change throughout your life. Our salaried Advisers specialise in what they do because getting the right advice is really important when it comes to the financial decisions in life.

 

News

Getting over the barriers to financial advice

The Commission for Financial Capability (formerly known as the Commission for Retirement and Financial Literacy) recently questioned people who were trying to improve their financial circumstances through using the Commission’s www.sorted.org.nz we
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Blog

Low cost insurance may not provide the cover you need - the value in using a financial adviser

Author and Authorized Financial Planner Liz Koh, explains in this article why using an Adviser is a good idea.
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Videos

Insurance update


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