Create, protect and grow your wealth – your financial future starts today. On this lifelong journey, it’s important to have a roadmap and tools to keep you on track and achieve what you aspire to. Read on to learn how we can help you secure and safeguard your financial goals, from homeownership to retirement. 

Plotting your property goals

Looking at stepping on the housing ladder, as a first-home buyer, investor or both? Or maybe you already own property, and would like to protect your ability to keep it?

Homeownership is a key milestone in life. Achieving and safeguarding it requires careful planning at every stage, including the time you’re building up a deposit. From the first rung to the top, we can help you get your property goals safely off the ground and on solid footing – with quality financial and insurance advice.

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Protecting you and yours

What are your most important assets? It’s an interesting question. For example, if you’re just starting out in life, you may feel you don’t have much to protect. Your car, perhaps. Or your home, if you own one. But what about your income, or your hard-earned savings?

Life is full of the unexpected, and your ability to fund your lifestyle and grow your wealth rely on your financial resilience. This is what quality financial planning means: a path to sustainable wealth creation.


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Designing your future

The future – it may seem like a distant horizon you’ll get to someday, but it’s actually beginning right now. Retirement, investment, insurance: every single component of your financial journey through life evolves with you.

We can help you design a long-term plan to take you, step by step, closer to your financial goals. And we’ll be here to answer your questions all along the way. From KiwiSaver to investing and personal insurance, we’re here to help.

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Providers we work with

As a not aligned financial advisory company that is accredited to work with multiple providers, we can recommend the best solutions for your specific budget, wants and needs.

What our clients say

Marco listened to my needs and collected information to provide me with a plan. I really liked his proactive approach and how he took time to explain and present alternative products, which would better suit what I wanted, especially from a budget point of view.
Luis De La Garretta
Really happy, good advice and managed to get better cover with the same budget. Like that there was focus on my short and long term goals. Will recommend.
Leche Gray
Excellent advice, Very friendly service, very fast response on your all questions. I really recommended Marco.
Raminder Sran

Insights for life

07 Jul 2020

February property sales reach a 14-year high

February was another hot month in the property market. But some economists think investor activity m…
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07 Jul 2020

Tackling financial vulnerability and underinsurance

Personal insurance – it’s an important decision. Here’s how we can help you make sure you secure app…
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07 Jul 2020

Time to paint? Using home equity to fund renovations

Looking at borrowing against your home to fund your renovation? Here are some key things to know.
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