Services
Your finance, sorted
Let us take care of everything from your mortgage through to your business loan, and your insurance.
With one person looking after it all, you can feel confident that the choices presented to you are the best fit for your needs.
We’ll save you time and money, and make sure you’re well protected.
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We work as your personal bank manager however we’re not a bank nor are we owned one. We are proudly owner-operated and work for you. This means that we can find a finance option that is tailored to your individual needs, and not a one size fits all approach.
We’re in this with you for the long haul and will stay in touch after we’ve got your finances sorted. This means that if your circumstances change, or new opportunities arise, you can call on us.
Come to us for…
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Home loans
Our goal is to make the process of getting your home loan easy.
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Investment loans
Investing in property is a popular way for people to plan for the future, especially in New Zealand.
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Insurance
We offer a range of insurance options to protect you, your family, and your assets.
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Business loans
We work with small to medium-sized businesses to get the finance they need to bring their plans to life.
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Car and asset finance
We know that insurance can be confusing so we’ll make the process of getting it sorted easy.
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Construction loans
If you’re looking to develop a property we can help you get the finance sorted.
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KiwiSaver
Introducing kōura – personalised KiwiSaver plans for Kiwis that like a bit of choice in life.
We’re well connected
We are a member of the largest financial group in New Zealand, NZFSG*, which gives us access to over 1200 advisers across the country. All of whom share their knowledge and expertise among other members.
This affiliation gives us more options and contacts with leading institutions to provide a tailored financial service. This combined with our 45+ years of experience means you truly are in good hands.