What we do

We are committed to personal service and can offer you a wide range of financial services. Whether you are a personal, business or rural client, our experienced Advisers are ready to work with you to create a solution tailored to your individual needs and aspirations.

As you move through life and milestones are reached, we will continue to work with you to ensure that your solution still fits.

Our services include:

Insurance

Whether you need to protect your home, belongings, assets, business, rural, health, income or provide for family should the unexpected happen, we have a range of products to suit your individual needs and budget.

Mortgages

Talk to us about your lending requirements, residential or commercial. We have access to all the major lenders, including banks and other financial service providers.

Investments

Make your money work for you to increase your wealth or provide an income. We can advise you of options for short or long term investing.

Retirement Savings

Live the life you want to in retirement by planning for it now. We can make understanding KiwiSaver or Managed Funds easier for you.

If you’d like to know more or speak to one of our Financial Advisers please contact us.