Helping People Plan for Financial Certainty

Personalised financial advice to look after the best interests of New Zealanders for generations.

How can we help you?

KiwiSaver

KiwiSaver is a long term savings scheme, designed to help you save for your retirement.

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General Insurance

General insurance covers a range of insurance products that protects the things you own.

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Personal Insurance

Personal insurance covers a range of insurance products that protects the financial stability of you and those closest to you.

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Investment

Retirement is inevitable for us all one day, and a comprehensive retirement savings plan will ensure we get to enjoy it.

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Home Loan

Insure your home and get a policy packed with great features.

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The Benefits of KiwiSaver

KiwiSaver offers a range of benefits, which change from time to time. These may include:

  • an annual member tax credit contribution of 50 cents for every dollar you save, up to a maximum of $521.43 per year (if eligible)
  • compulsory contributions from your employer (if eligible)
  • Flexibility to respond to changes in your situation
  • Help with buying your first home.

Click here to read the latest KiwiSaver update.

“One of the most difficult and yet also satisfying aspect of being an Adviser is receiving a call from a customer who needs to make a claim. In 2016 I have assisted a number of clients with claims from Thyroid Cancer, to Heart Attacks to Death due to sudden illness and natural causes. As an Adviser I try to make the process as comfortable as possible and work with the insurer to achieve a prompt and courteous payment of the claim.”

MIKE DALLEY

Adviser

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