Do you need independent and expert financial advice?

About Us

We are a group of professional advisors in different fields.

Our team comprises of qualified accountants, professional risk and insurance advisors, mortgage lending experts and legally trained estate planners.

We work together to provide a total solution for our client needs.

  • Accounting
  • Risk insurance – life, health and income protection etc
  • Fire and General insurance – house, contents, car and boat through to business cover
  • KiwiSaver and financial wealth management
  • Mortgages and business lending
  • Estate planning, trusts and wills