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
Michael Cave
Managing Director & Financial Adviser
Vanessa Cave
General Manager
Allen Miller
Practice Manager
Deborah Carter
Financial Adviser
Nathan Dyson
Financial Adviser
Darrell Colmore-Williams
Group Scheme Specialist
Jo Choat
Financial Adviser
Valdina Campbell
Loan Writer
Karen Wong
Executive Assistant
