A financial planner is someone in your corner, helping you set financial goals that truly matter to you and creating a clear plan to reach them.

They stay by your side to keep you motivated and on track. Because they understand New Zealand’s markets, laws, and financial products—like KiwiSaver, tax rules, ACC, investments, and insurance—they can tailor advice that fits your unique situation perfectly.

If you would like the peace of mind of having someone in your financial corner, book an appointment with us today.

Insurance can often feel overwhelming and confusing. With so many products on the market, it’s hard to know which ones are right for you. Are they all the same? Do you have too much cover—or not enough? Is your current policy still meeting your needs?

These are the kinds of questions an insurance adviser can help you answer.

An adviser compares options from multiple providers and helps you understand if you’re over- or underinsured—so you can make informed decisions that suit your needs. You can book an appointment with us here.

To get started, simply reach out via our Contact Us page and let us know how we can assist you.

Not sure how we can help? You’ll find a full list of our services under the “Services” tab at the top of the page.

Before your first appointment, we’ll send you a link to our financial planning software. Please complete this before the meeting, as it forms part of the fact-finding process and is used as a part of your financial goals plan.

We offer a complimentary initial consultation to better understand your financial goals and needs.

Our fees vary depending on the services provided. For financial planning services, we charge between $1,500 and $7,500 (plus GST, in NZD), depending on the complexity of the plan. This will be clearly outlined and discussed with you during the initial consultation.

In addition, we may receive commissions from insurance providers we work with. These include an upfront commission for any new insurance policies arranged, as well as ongoing annual commissions for servicing your policy. These payments are made to us directly by the insurance companies.

For full details on our fees and commissions, please refer to the disclosure statements available under each adviser’s profile here.

The financial advice industry is tightly regulated by the Financial Markets Authority (FMA) and the Financial Service Providers Register (FSPR). Since March 2021, the introduction of the Financial Services Legislation Amendment Act (FSLAA) and the Financial Markets Conduct Act means we have strict rules when providing you advice. The paperwork is designed to protect you as well as us as your adviser.

For more information on this and how it protects you as our client, please read our blog post here.

Insurance can be overwhelming — all the terms and acronyms can feel like a different language.
TPD? What does that even mean?
Level premium? No clue.
Waiver of premium? Still not sure how that helps.

To make things easier, we've put together a glossary of insurance terms. It provides simple explanations for the most common personal and business insurance terms, so you can understand what they mean — and how they might apply to you.

Check out the glossary here.