Helping you succeed in life's financial journey

Meet The Team

Our team of experienced advisers and certified financial planners will take the time to find out what drives you and where you want your money to take you. 

Mike Murray

Director/Authorised Financial Adviser
Jeremy Cole

Director/Authorised Financial Adviser
Tony Southey

Office Manager
Sue Daulby

Insurance Adviser
Richard Maloy

Authorised Financial Adviser - Wealth Generation
Magali Martin

Authorised Financial Adviser - Wealth Generation
Ian Fraser

Insurance Adviser
Bonnie Parkes

Authorised Financial Adviser - Financial Planning & Commercial Insurance
Anthony Floyd (Floydy)

Insurance Adviser
Steve Davies

Mortgage Adviser
Roseann McConnel

Senior Personal & Business Risk Specialist
Duncan Morrison

Insurance Adviser
Taryn Rorke

KiwiSaver Adviser
Bonnie Rowe

Insurance Administration Officer
Georgia McConnachie

Insurance & KiwiSaver Adviser | South Island
Vicki Barker

Insurance Administrator
Dot Janssen

Risk Insurance Administrator
Gail Cole

Office Administrator
Jodi Dalzell

Marketing & Communications Project Manager

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