Lifestyle counseling

We work alongside you to help you reach your goals

We’re financial and insurance advisers who care about the financial futures of New Zealanders. Whatever your financial dream – whether it’s to retire early, buy your first home, or live in the South of France – we’ll put the pillars in place to help you get there. We’re based in Auckland but can help you wherever you are in the country.

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HERE’S HOW WE WORK WITH YOU

Meet

We meet with you either in person or online to assess your financial situation and discuss how we can help you achieve your goals.

Analyse

We analyse the information you give us and put together a customised insurance and financial plan to help you reach your goals faster.

Recommend

We present our recommendations for reaching your financial goals.  There’s no obligation and we won’t proceed with anything until you’re 100% comfortable.

Implement

When you’re ready we may ask you for more information to proceed, then take care of everything for you.

Review

It doesn’t end there. As your financial buddy, we keep in regular contact to support and guide you as life changes.