Financial Advice for Normal People

Nobody builds wealth by accident. You just need a plan to get there.

August 6, 2019 in Debt, Housing, Investing, Mortgages

Second OCR cut of 2019 pushes mortgage and savings rates lower

On Wednesday  the Reserve Bank of New Zealand announced the second official cash rate (OCR) cut of 2019 - and it cut hard, with a 0.5% reduction from a historically…
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August 5, 2019 in Housing, Investing, Mortgages, Property

Invest or pay off your mortgage early – what makes most sense?

If you have a mortgage and you're managing to save a bit each month, then you've probably pondered this question already and wondered what to do - should I invest…
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July 24, 2019 in Cashflow, Debt, Planning, Saving

Overspending and debt: breaking the cycle

We’ve all been there. From upgrading to the latest smartphone, to that impulse handbag purchase, to leaving the supermarket with way more than what was on our shopping list. Surely…
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July 7, 2019 in Planning, Retirement

Retirement – how much is enough?

How much do you need for your retirement? When developing a financial plan, goal setting is critical. After all, if you don't know where you're going, it's hard to call…
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Don’t let your money control you.

Whether it’s a lack of control, not feeling like you’re getting ahead, or uncertainty about achieving your goals, money matters can stress anyone out – regardless of their financial position.

Everyone can build wealth.

Own your own home, provide for your family, indulge your passions and enjoy the things you love, and retire in comfort and security – and feel relaxed and in control. Sound impossible?

All you need is a plan…

It all starts with a plan. Know where you’re heading, how you need to get there, and what you need to do.

..and the support and advice to carry it out.

And that’s where we come in. As Authorised Financial Advisers, we can help you build that plan – and guide you on your journey to achieving it. So you can take control of your money – not let it control you.

What We Do

01. You’ve got the Vision. We’ll handle the Plan.

We’ll work with you to develop a financial plan thats personal to you and your goals – and work out how to get you there faster.

02. Your Planning Dashboard

You’ll have your own personal financial dashboard – so you always know where you’re at, where you’re heading, and what you need to do to get there.

01. Advice. On Call.

You’ll have access to an Authorised Financial Adviser by phone or email, any time you need advice on anything financial.

04. We’ll get things done – so you don’t have to.

We’ll get you on top of your cashflow, make sure you’re managing risk property, get you sorted with your property purchasing or investment plans, and put your savings and investments to work. All to get you to your goals faster.

05. Keeping you on track.

We’ll work with you on an ongoing basis to make sure your plan changes with you – whether it’s new goals, ticking some off, or changes that come up that mean a re-think.

06. Taking Care of Business

If you’re a business owner, we’ll also help you out with cashflow planning, ACC, business risk, and general strategic advice – so you can focus on what you do best.

Ready to Build Wealth?

Financial Advice for Normal People

From wide ranging backgrounds and financial positions, our clients have one thing in common – they’re on the road to building long term wealth. Our financial advice has helped them develop plans that address their unique circumstances, lifestyles, personality, and goals. With our guidance, they're all developing good money habits, making smarter money choices, and building sustainable, long-term wealth.

Just getting started with financial advice

Just Getting Started

If you're just starting to set out on your financial journey, good financial advice will help make sure you've got the foundations right from day one.

Executive needing financial advice

Establish Your Presence

Building an executive or professional career is tough work that demands commitment, discipline, and grit. We help support those that are focused on building a great career by ensuring that their financial lives are fit to match.

Young family financial advice

Build and Protect a Legacy

Working professional families often have complex financial lives - we can help you make sense of it all and form a plan to get where you're going faster.

Enjoying life with financial advice

Enjoying the Good Life

For every day New Zealanders who just aspire to a good life spending time with the people they care about - we can give you time to focus on what really matters.

Financial advice enabling good retirement goals

Reap the Rewards

Starting to think about stepping back and enjoy the fruits of your labour? Investing for income in todays low-yield environment can be challenging.

Small business financial advice

Small Business Owners

Business owners often have an added level of complexity about their financial lives. Hear how we've helped some of our clients win in business as well as their personal finances.

Ready to Build Wealth?