Holistic Financial Planning

Your finances are as much about your values, history, priorities, and goals as they are about investments. For many people, following the traditional wealth-building script simply doesn’t work.

That’s why we believe in holistic financial advice – our plans begin with you. We’ll start with the vision of your life, then break it down into goals that we know you can achieve. This plan will cover the four pillars of your financial wealth building: cashflow management, risk management, property and debt, and investment. This is your road map to building sustainable, long-term wealth.

Cashflow Management

Getting your cashflow under control – maximising your income and minimising your expenses.

Debt Management

Reducing bad debt and getting the maximum value from your good debt – including paying off your mortgage more quickly.

Protecting You and Your Family

Insuring you and your loved ones from financial harm in the event of unforeseen events.

Estate Planning

Having peace of mind that there’s a plan if the worst were to happen.

Property and Mortgages

First homes, upgrades, renovations, downsizing, investment property – and the mortgage financing to fund it.

Future Growth

Investing beyond property – Kiwisaver, and beyond.