Our family of services

No one thinks they’re ready to start building wealth. But if you are the average Kiwi home-owning household chances are we can help you – and you don’t even need to cut out your coffees.

Personal Services

Eight businesses in one,
all working for you

Every year you wait could cost hundreds of thousands of dollars in later life. The earlier you start the better off you will become.

Financial Planning

Because a goal without a plan is just a wish.

Having dreams in life is great, but without a map to guide you it’s easy to get lost. You may think you have a plan, some advice here, some advice there, but is your plan all working off the same playbook? Does your mortgage adviser talk to your accountant? Do you discuss investment strategies with your insurance adviser? The truth is, if that isn’t happening your plan isn’t truly built around you, and you’re missing out.

Luckily, our business is designed to solve this for you. We’ve pulled together a team of experts in every field who will work together to develop a financial plan just for you. A plan that helps you achieve those dreams, but also ensures you can still live the life you want now.

Mortgages & loans

Because it's time to open a new door.

Getting onto the property ladder, stepping up a rung or buying the whole ladder, our mortgage brokers will find you the best mortgage deal to finance your plan and get you where you want to be.

Personal Insurance

Before you go skydiving, protect what's important.

Kiwis love life. And we all want to look after what we have - our family, our finances and our possessions. But what insurance do you actually need and how much?

If you’ve been thinking about updating your insurance, had a change in circumstance (e.g. new house, had a baby, started a business), or if your insurance is simply weighing you down, let us help you get cover that gives you security without breaking the bank.

General Insurance

Because you worked hard for what you own.

You’ve worked hard for what you own. And it’s worth protecting. That’s where a smart insurance plan can really help.

Our advisers know how different policies can play nicely together, so that you're covered and your costs are kept down.

Investments

Be sure you're providing for today and tomorrow.

Having a solid investment plan in place is a great way to build for the future, but what investments should you choose, how do they work and should you focus on one or a number?

All too often we see people focussing all their efforts in one area, while missing opportunities elsewhere. That's why developing an investment plan is key.

Tax & Accounting

Because you can spend a lot on tax, it pays to get it right.

Incorporating your tax and accounting strategy into your financial plan is key to making sure you aren’t missing opportunities to minimise the amount you pay, and that you're meeting all your legal requirements.

Our process is designed to ensure the advice we give is maximising all your opportunities, without having to explain your situation to a variety of advisers. That’s why we integrate tax planning right from the start of our process.

On an ongoing basis, we make sure that your structures and strategy are tax effective and we make it easy to meet your obligations, and prepare and get your returns filed.

Structures & Estate Planning

Because family come first.

Life moves fast these days and it’s easy to forget to have the correct structures in place to ensure what you’re building now will be there to enjoy in the future. With estate planning, you can ensure you're leaving a legacy for your loved ones.

Foundation Package

Wondering where to start? This is our entry programme that makes sure you have the right foundation for success.

First Home Buyers' Guide

Buying your first home and building equity is an important first step towards financial success. Here’s our guide to getting there.

"A highly professional and friendly service – highly recommended!!"

Barry Connor – Facebook Review

"They made my sorting out my mortgage super simple, and they're a great bunch of people to deal with."

Simon Grigor – Google Review

Business Services

Effective business services that work while you’re working.

Strategy

Because the world is changing, fast.

Most business owners we meet with don’t have a business strategy. If they do, it’s a 30-page document sitting in the bottom drawer that they haven’t looked at since before they started trading.

Building a business plan doesn’t have to be hard and it definitely shouldn’t take 30 pages. If your business is running you, and not the other way round, or, if you can’t outline your strategy in 2 pages or fewer, we should talk.

We have a variety of solutions to help business owners achieve their goals and meet the need or opportunity that exists in the market. For more information about how we could help you and your business get in touch today.

Loans & Lending

Because accessing capital shouldn't be hard.

Access to capital is one of the biggest challenges facing small businesses in New Zealand. Maybe you need more stock, more space, more equipment or simply cash to help maintain your working capital requirements.

For those in growth mode, or looking to expand, it is especially tough. Fortunately, we have access to a range of lenders who are committed to funding Kiwi businesses through both secured and unsecured facilities. We work with them, and you, to get the best finance possible to help you grow your business.

Mortgages & loans

Be certain that what you've worked hard for is protected.

Managing your risks and insurances is so often last on the list for most business owners. Unfortunately that can leave you exposed. So getting advice from a specialist General Insurance Broker will mean you’ll be certain you’re covered for the right risks for your business, but know that you’re not paying more than you should.

We act on your behalf and work with the leading insurers in the NZ market to provide quality cover and committed to financially positioning you to survive any insurable event.

We get paid commission from the insurer and include a policy fee where appropriate. Always transparent and fully disclosed.

Tax & Accounting

Because if you can't read the scoreboard it's hard to tell the winners from the losers.

We know that for most business owners getting stuck into their business accounts is the last thing they want to do. So much so, that they often get ignored, or the owner spends so much of their own time trying to get them right, that they spend less time on doing what they do best, running their business.

We work with businesses to make sure they have the correct financial measures set up and that they are providing the owners and managers with accurate, timely and useful information. Anything else and it’s like trying to fly a plane at night, in the clouds, with no dials. Not a good idea.

Our job isn’t to make it hard, it’s to make it easy. That doesn’t mean you don’t need to know the difference between your balance sheet and your cashflow statement, but it does mean you don’t need to worry about having the right information to make business decisions and knowing that all your obligations are taken care of.

With our support, understanding where your business is, minimising tax and meeting all your compliance requirements can be simple.    

Talk to us about making your accounting worries a thing of the past - so you can get down to business.

Change your life today

If you’re ready to get on the road to wherever you want to go, now’s good. Tell us how we can help and we’ll be in touch.

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