Schedule your free
15-minute phone call
Please book in your free 15-minute phone call to see if we can help you with your financial life.
Choose your timeWe can help you reach your goals and dreams. Whether it’s putting in a place a plan for the next 5 or 10 years or getting yourself on track for retirement.
We will take the time to educate you on the benefits of different types of investments, including KiwiSaver, understand your priorities and where you’re heading, and make sure you are maximising your KiwiSaver.
We work with you so that you understand the risks and benefits of different investments. Finally, we help you choose investments that suit your stage and life, and your goals.
Please book in your free 15-minute phone call to see if we can help you with your financial life.
Choose your timeEasy! We will come to you. Part of our commitment to you is that we will meet you at a time convenient to you. If that doesn’t work, we can use technology such as Skype to make sure you get the right advice at the right time.
Kieran has helped me through the detail, explaining the process and assisting with how I can invest. He has been invaluable with helping me decide and has been patient while we got to our decision.
Understanding why things are the way they are, and asking if that’s the way you want it to be.
VIEW serviceLong-term retirement savings is a relatively new concept for most New Zealanders.
VIEW service