How Does Your Financial Plan Stack Up?

Are you missing some quick wins that will save you money or protect your wealth? Take the short quiz to find out where you stand.

Do You Own Your Own Business?

As a business owner, you have a set of unique risks you need to protect for your business & personal circumstances. We have just the solution you need to put your mind at ease and give you a good night’s sleep.

Are You Self Employed?

Being self-employed can be challenging. Maybe you feel you are overpaying on ACC, don’t understand how to get the most out of KiwiSaver or need help building a financial plan where you can win. We can help.

Is Your Family Setup To Win?

You probably have a family that means the world to you and you care about. Sometimes it is difficult to make decisions for the best of your loved one’s future. You are doing the best you can to take care of your family, but are you protecting the downside if something did not go to plan?

What our customers say about us

Rupert Gough 
Tauranga
My family and I have been fortunate to have Tony take a full appraisal of our life and health insurance covers, including mortgage protection, and come up with a thorough and comprehensive plan that leaves us in no doubt that we will be fully looked after if a situation arose. Tony was personable yet thorough throughout, and had an in-depth knowledge of the insurance industry. I would be only too happy to recommend his services. Thanks Tony.
Andy Schmidt

Director and COO at Active+

Rick provides expert comprehensive advice and communicates it in a way you can understand it. No nonsense, personable and dynamic. I am happy to recommend Rick and look forward working more closely with him in future
Kate Chivers

Lawyer - Commercial and Property

Barry Adkins 
Quinovic Property Management
Mat provided me with what I feel was a great service and a good end result. He is a pleasure to work with and came up with well analyzed creative solutions for which product was the best fit. He knows his stuff!
Ashley Kirk

Holistic IT Solutions Provider

Who we serve powerfully

Families

Your family is a team, trying to get ahead in uncertain times. Taking control of how you build & protect your wealth can give you a clear advantage.

Business Owners

As a business owner, you have a set of unique risks you need to protect for your business & personal circumstances. We have just the solution you need to put your mind at ease and give you a good night’s sleep.

Self-Employed

Being self-employed can be challenging. Maybe you feel you are overpaying on ACC, don’t understand how to get the most out of KiwiSaver or need help building a financial plan where you can win. We can help.

It’s about protecting your future

The most boring quote that exists, but also one of the most accurate, is ‘fail to plan, plan to fail’. Living by the seat of your pants can be fun but rarely leads to a solid and secure future.

Our team are here to support you. We take away the headaches, create a plan that matches your goals and do the work we can to make it easier.

Our Proven Process

Take the first action to get started on your journey with us.

Our Thoughts

In our blog, you will find a variety of content from the team, advice on investing, finance & insurance as well as a few fun articles.

Are You Overpaying Your ACC?

Are You Overpaying Your ACC?

Accidents happen – and it’s important you prepare for them. We all know that having insurance gives you peace of mind that you, your family, business, or...

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