Kaz and I get tremendous satisfaction from helping Kiwis from all walks of life navigate through their financial journey. We hope that after our first interaction you feel comfortable, safe and open to experiencing a relationship like never before.

We are just as Kiwi as our clients so you shouldn’t be surprised when I turn up to a client meeting in my beloved jandals (only in the summer, too cold in the winter!) I spent 14 years in a suit and tie, so please don’t judge me!

What I can promise you is a 100% commitment to helping you and your family with a smile, an open mind, and a few laughs along the way.

We can’t wait to meet you.