Helping you succeed in life's financial journey
Could your KiwiSaver savings use a Boost?
We are offering no-obligation 15 minute KiwiSaver sessions right now. We have a proven track record in helping clients get more out of their KiwiSaver. In 15 minutes we will be able to show you where you may have been leaving money on the table, and the next steps for growing your savings. Read on!Read more
Home ownership is achievable! Real client stories to make your day
As Mortgage Advisers we've seen many first home buyers come "up against it" and end up achieving their goal despite what they might have thought possible at times. We find these cases motivating for us, and we hope their stories might just help you too...Read more
How to budget for the added costs of home ownership
When looking at buying a house you need to know if you can really afford it. Remember the costs don’t stop at the purchase price, so write these down!Read more
Which professionals do you need in your corner when buying a home?
Buying your first home can be confusing. Banks, lawyers, real estate agents... they all seem to want a piece of you. If you're not sure who to trust, we're here to help you build the 'dream team'.Read more
Our ‘secret sauce’ for six financial resolutions
Oh, New Year's resolutions – We never get tired of them. The problem is, even with the best intentions, they tend to quickly run out of steam.
So why not make 2019 the year of ‘sticking to your financial plans’? Our Team of friendly advisers have come together to share their ‘secret sauce’ for six common resolutions.Read more
How to make a good investment: Why work with an investment adviser?
Your needs, your goals, your budget – if you are looking to invest your hard-earned money and grow your wealth, working with an investment adviser may be the push into action you need.Read more
Buying Insurance online or from a bank? Three benefits you might be missing out on
If you're looking for the right insurance for your needs, online and banks' policies may look like a hassle-free option – but are they good value for your time and money? Here are three things our insurance advisers recommend you consider before going with the 'quick and easy' option.Read more