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Our Advisers.

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Lem Willcox

Financial Adviser 

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Gareth Veale

Financial Adviser

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Brian Magellan

Financial Adviser

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Vipin Varghese

Financial Adviser

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Cameron White

Mortgage Adviser 

Our Services.

Home Loans

We can help you with all home loan related matters. From purchasing a first home, refinancing, upgrading, renovating or building an investment property portfolio our advisers are experts in helping you achieve your goals.

  • First home purchases 

  • Investment properties (purchases and structuring) 

  • Refinancing and structure advice 

  • Building and renovation

KiwiSaver

Saving for your first home or retirement? KiwiSaver can be a good vehicle for assisting you in achieving your financial goals. Many Kiwis don't know what provider they're in let alone their fund type. Let us assist you in unlocking the potential of your KiwiSaver.

Personal Risk Insurance

We believe what you want to achieve in life, by protecting you and those most important to you. We have access to NZ's top personal risk insurance providers so you can rest easy. We've got your back!

  • Life Insurance

  • Total Permanent Disability 

  • Trauma/Critical Illness Cover 

  • Mortgage and Income Cover

  • Business Key Person Cover 

  • Health Insurance

Business, Asset/Vehicle Finance

Are you looking to buy or fund a new business purchase? Our advisers have access to business funding from NZ's premier business financers. We can assist you with:

  • New business purchases

  • Funding for working capital (revolving credit facilities) 

  • Funding for new business asset

Buying a vehicle can be another of your lives bigger purchases. Whether you are buying a runabout or buying a late model car we've got you covered at competitive finance rates. We can also assist you in unlocking the value of your vehicle. 

  • New or used vehicle purchases

  • Refinances or top up of vehicle finance 

  • Restructuring vehicle finance

Contact
Contact Us.

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