Helping you succeed in life's financial journey

Meet The Team

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

Find someone who can help me with:
Mike Murray

Director/Authorised Financial Adviser
Jeremy Cole

Director/Authorised Financial Adviser
Gordon Smith

General Manager
Sue Daulby

Insurance Adviser
Ian Fraser

Mortgage & Insurance Adviser
Steve Davies

Mortgage Adviser
Roseann McConnel

Senior Personal & Business Risk Specialist
Hayley O'Brien

KiwiSaver Adviser & Administrator
Tania Heighway

Mortgage & Insurance Adviser (Wairoa & Gisborne)
Susan Cunningham

Insurance Administration Officer (General Insurance)
Bonnie Rowe

Insurance Adviser (Business & Domestic General Insurance)
Dot Janssen

Risk Insurance Administrator
Tony Southey

Manager Compliance & Property
Gail Cole

Office Administrator

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