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Saving you Money

Making you Money

Home ownership - Mortgages

Home ownership

We see ourselves as your mortgage partners – we are on your side, and we believe in our clients. We offer sound, considered advice, and ensure we are clear on the risks and guidance you need to make the best decisions for you and your family.

If you are looking to work with someone who will advocate for you and get you the best options available, based on your current financial position, we would love to hear from you.

Growing wealth - Investments - Kiwisaver

Growing Wealth

People seek investment advice for a range of reasons – mostly they want to increase their personal wealth and financial security through to retirement, and to have someone that will partner with them to achieve their investment goals.

We are also careful to take your personal preferences on board – we understand you may have strong feelings on where your investment funds are being directed or who they are supporting and take your wishes seriously. We do this because we’re interested in building long-term partnerships with our clients, and we always start as we intend to continue, offering responsive, transparent and friendly guidance, mindful to present you with the best available options for you at that time.

Living in retirement

Living in Retirement

Whether you want to grow old gracefully, or go out with a bang, we'll work with you to create a financial plan that will let you realise your retirement dreams.