Results

We have been offering our financial services for over a decade and and a half. We pride ourselves on a truly bespoke, client-first approach.

When comparing our client satisfaction and retention results against the industry standard, our service has exceeded and outperformed the average by a large margin. We measure this with several metrics but to summarise, see below.

These metrics are updated quarterly:

• Percentage of people that move forward on our recommendations: 91%

• Investment client retention rate: 99%

• Life & Health Insurance client retention rate: 97.4%

The Ultimate KiwiSaver Planner

Utilise this free advanced calculator to plan how your hard earned savings can grow to optimum levels and last throughout your retirement years.

Calculate how many years your current savings will last if you maintain your current burn rate. Understand the levers you can pull which make all of the difference to your end results for retirement goals.

Learn the fundamentals so you can live the life you’ve always dreamt of.

Achieving The Ultimate Retirement

We’ve been successfully helping people create a better future since 2011. We achieve this by modelling the best route to get you to where you want to go.

This video reveals how to:

1. Ensure your investments and insurances fit your goals

2. Establish whether to pay down debt or invest more

3. Create peace of mind for your financial world

Investment Property 101

We help you align your investment property ambitions with your retirement plan.

Narrowing down the vast array of investment property options to ensure you are buying the right type of property in the right location, with the right metrics for your goals.

This guide reveals how to increase your retirement nest egg potential, understand the power of leverage, maximise growth potential, and mitigate the risk of owning investment property. Click here to read.

Calculating Protection Needs

We believe in protecting what you’ve spent so many years building with advanced personal insurance strategies that stand the test of time.

This video will help you understand how to calculate the amount of cover you’d need to prevent financial upset should a health or injury event occur.

This video reveals how to achieve the cover you need, for as little money as possible!

I work with high achievers - professionals, executives, and business owners who want the best for themselves and their families.

Those that understand that a trusted, ongoing relationship with an experienced Financial Adviser is the key to optimising their finances, mitigating the pitfalls, and ensuring financial independence from the system.

Essentially, I help you swap hope for certainty.

My process is thorough, data-driven, and fanatically tailored utilising leading tools and resources.

I put a lot of time into the design of your plan, and do not outsource the delicate background work required to para-planners or administration staff. It's not possible with the level of detail.

This is the approach that delivers the best possible outcome for you and your future.

I'm also completely independent. Instead of measuring success by sales target accomplishments, this advice service focuses on 'customer first' metrics that truly matter. For example:

• Client satisfaction

• Client retention

• Optimised returns

• Claims paid, and

• Delivering market-leading results

If you're seeking quick fixes or cookie-cutter solutions, this might not be the right fit.

But if you're open to a strategic partnership that can turn your financial world into a solid foundation for lasting generational wealth, I’d be happy to connect.