We know money decisions can feel overwhelming. That’s why we keep things simple, practical, and jargon-free — so you can focus on what really matters: enjoying life, with confidence that your finances will support you every step of the way.
Together, we’ll create a plan that connects your money to your goals and values — whether that’s travel, family time, new adventures, or simply peace of mind.
We don’t work for fund managers or banks. We’re independent and commission-free, which means our advice is guided only by what’s best for you.
Not all KiwiSaver funds are created equal. We can review your current fund and compare it with alternatives — making sure your savings are working as hard as you are.
The financial world can feel noisy, with products and investments pushed at you from every direction.
As independent advisers, we filter out that noise. We don’t take commissions, so our advice is unbiased, transparent, and focused entirely on your goals.
Simply put: we only work for you.
We literally wrote the book on how to retire well in New Zealand. Retire Well is available in paperback and as an eBook.
Get your copy and find out how you can plan a great retirement, without having to be a billionaire.
We run retirement events and seminars for people looking to learn more about planning their retirement, and better understand their investment options.
We hold regular in-person and online events – find one near you.
We love sharing insights on retirement planning and investing in New Zealand. Our goal is to make retirement less scary, and more exciting, for everyday Kiwis.
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Whether retirement is just around the corner or still years away, now is the best time to start planning.
Let’s talk about how you can prepare, plan smart, and enjoy the retirement you want.
