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 / Financial Adviser
Jeremy Cole

Director / Financial Adviser
Gordon Smith

General Manager
Tony Southey

Manager Compliance & Property
Lisa Bentley

Investment Adviser
Sue Daulby

Insurance Adviser
Ian Fraser

Mortgage & Insurance Adviser
Steve Davies

Mortgage Adviser
Hayley O'Brien

KiwiSaver Adviser & Administrator
Bonnie Rowe

Insurance Adviser Business & Domestic General Insurance
Susan Cunningham

Insurance Administration Officer (General Insurance)
Tania Heighway

Mortgage & Insurance Adviser (Wairoa & Gisborne)
Kylee  Charteris

Mortgage & Insurance Adviser (Waikato)
Dot Janssen

Risk Insurance Administrator
Gail Cole

Office Administrator
Jo Robson

Receptionist/Administration Officer

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