Giving you financial confidence

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How we help people

Personal Insurance

Explore the range of insurance products we have available, and discuss what will be appropriate for you. Our advisors are here to make sure that, no matter what happens, you're covered.

Kiwisaver & Investments

No matter what your stage in life, whether you're just starting out or thinking of retiring, we can advise you on establishing prudent and effective investments.

Business cover

If you're running a business you need to make sure it's protected. From public liability insurance to shareholder cover, we'll help you to structure the right solution.

Mortgages

Whether you’re a first-time buyer or a seasoned property investor, taking on a mortgage is a big financial decision. Make sure it’s the right one for you.

Our team

Allen Miller

Registered Financial Adviser (RFA)

Deborah Carter

Authorised Financial Adviser (AFA)

Darrell Colmore-Williams

Registered Financial Adviser (RFA)

Michael Cave

BMS - Authorised Financial Adviser (AFA)

  • Michael is an expert in his field and really goes the extra mile to ensure a professional, thorough and enjoyable experience when looking for Insurance cover or trusted Financial advice. Highly recommended.

    Johnny Robinson

Latest articles

Coronoavirus: Should I be changing my Investments?

As the Coronavirus epidemic enters it's eighth week, Investors around the world continue to assess the long-term economic effects of the epidemic, with mixed verdicts.

The Myth of 2020 Vision

Jim Parker, Vice President of Dimensional Fund Advisors, looks at how this years political and economic events could shape the financial markets, however he advises to err on the edge of caution if your usual investment behaviour is determined by what you read in the press.

7 Reasons You Need an Emergency Fund

Being financially prepared for the unexpected with a healthy emergency fund is a cornerstone of managing your finances. And here's the inconvenient thing about emergencies - they don't discriminate. You might have a stable job and enough income today, but those factors won’t protect you completely from financial catastrophe tomorrow.