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. 

Vicki Barker

Insurance Administrator
Gail Cole

Office Administrator
Jeremy Cole

Director/Authorised Financial Adviser
Jodi Dalzell

Marketing & Communications Project Manager
Sue Daulby

Insurance Adviser
Steve Davies

Mortgage Adviser
Anthony Floyd (Floydy)

Insurance Adviser
Ian Fraser

Insurance Adviser
Dot Janssen

Risk Insurance Administrator
Richard Maloy

Authorised Financial Adviser - Wealth Generation
Magali Martin

Authorised Financial Adviser - Wealth Generation
Georgia McConnachie

Insurance & KiwiSaver Adviser | South Island
Roseann McConnel

Senior Personal & Business Risk Specialist
Mike Murray

Director/Authorised Financial Adviser
Bonnie Parkes

Authorised Financial Adviser - Financial Planning & Commercial Insurance
Taryn Rorke

KiwiSaver Adviser
Bonnie Rowe

Insurance Administration Officer
Tony Southey

Office Manager

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