About Us

we want to help you:

Accumulate, Manage and Protect your Wealth.

By providing you with full financial planning services, investment advice, life and health insurance, and assisting you to buy and sell shares.

Honestly we can do all that stuff, and do it well. If we're not sure about the best solution for your particular circumstances we'll either find out or refer you to someone who can.

With over 60 years of combined experience in the financial markets, we've seen it before and we know we'll see it again. We have actually been there, done that. Got the tee shirt somewhere.

If you'd like to see if we can help you, it costs you nothing to come in for a chat. We're not going to send you a huge bill out of the blue or commit you to something you'll end up paying for, for the rest of your life.

Come say hi, ask us some questions, you might like the answers.

Please ring us on FREEPHONE 0800 867 323 or +64 7 578 3863 or This email address is being protected from spambots. You need JavaScript enabled to view it..

Feel free to pop in and see us, but always better to ring first, as an adviser may not be available without an appointment.

Where to Find Us

We can assist you with finding and assessing:
  • Income generating and fixed interest investments
    • bonds
    • debentures
    • term deposits
    • high yielding shares
  • Insurance
    • Life
    • Medical
    • Business Protection
  • Growth Investments
    • KiwiSaver
    • Property
    • Portfolio Investment Entities (PIEs)
    • Unit Trusts and Managed Funds
  • Financial and Retirement Planning
  • Estate Planning
  • Managed Portfolios
  • Wrap or Custodial Services - OneAnswer

Disclosure Statements //  Disclaimer and Terms and Conditions //  Privacy Statement

The information on this site is intended as a guide only. The information is of a general nature and does not and cannot ever constitute personal advice.
Adviser Disclosure Statements are available on request and free of charge.
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