Book a Free Consultation

Two people sitting at a table having coffee.

Book a consult now, and the coffee is on us. We’ll sit down with you for a free, no-obligation chat about your financial goals, your current situation, and how we can help you achieve your long-term ambitions – whatever they may be.

We’ll carry out a 60-minute review with you over the phone or in person in our Auckland office. We’ll cover:

  • Your financial goals and what you’re looking to achieve over the long term.
  • An overview of your current financial position.
  • An overview of our planning and investment philosophy and where we might be able to help you.