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
Richard Maloy

Authorised Financial Adviser - Wealth Generation
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)
Anthony Floyd

Insurance Adviser
Jeanine Baird

Wealth Administrator
Dot Janssen

Risk Insurance Administrator
Bonnie Rowe

Insurance Adviser
Anzelle Terblanche

Receptionist / Administrator
Tony Southey

Office Manager
Gail Cole

Office Administrator

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