About

Helping you with:
•	Access to the best investments in New Zealand and worldwide
•	New Zealand property investment
•	Retirement planning
•	Foreign exchange
•	Investment advice related to immigration from an authorised financial advisor
•	Access to New Zealand mortgage brokers
•	Access to New Zealand insurance brokers
•	Property investment loans
•	Mortgage broking
•	Products such as an annuity, KiwiSaver, transferring your pension to New Zealand
•	Insurance such as: life insurance, trauma insurance, income insurance, health insurance, travel insurance, general insurance, and business insurance
•	Financial planning 
Get in touch for a free, no-obligation initial consultation. 

A disclosure statement is available on request and free of charge.

Services

  • Financial planning
  • financial advice
  • budgeting
  • investment
  • insurance
  • property
  • mortgage broking
  • authorised financial adviser
  • protection
  • wealth
  • retirement
  • saving
  • planning

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Hours

  • Monday 8:30 AM   -   5:00 PM
  • Tuesday 8:30 AM   -   5:00 PM
  • Wednesday 8:30 AM   -   5:00 PM
  • Thursday 8:30 AM   -   5:00 PM
  • Friday 8:30 AM   -   5:00 PM
  • Saturday   -  
  • Sunday   -