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
Richard Maloy

Authorised Financial Adviser - Wealth Generation
Sue Daulby

Insurance Adviser
Anthony Floyd

Insurance Adviser
Ian Fraser

Mortgage & Insurance Adviser
Bonnie Timu

Authorised Financial Adviser - Financial Planning & Commercial Insurance
Steve Davies

Mortgage Adviser
Roseann McConnel

Senior Personal & Business Risk Specialist
Hayley O'Brien

KiwiSaver Administrator
Tania Heighway

Mortgage & Insurance Adviser (Wairoa & Gisborne)
Bonnie Rowe

Insurance Administration Officer
Jeanine Baird

Wealth Administrator
Dot Janssen

Risk Insurance Administrator
Gail Cole

Office Administrator
Jodi Baxter

Marketing & Communications Project Manager
Olivia Baxter

Receptionist/Administrator

Subscribe to our newsletter and stay informed


Phone us today