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Our company was founded some 30 years ago by Andrew Hay, a young adviser determined to change the world of financial advice for the better.
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Helping Kiwis
Helping Kiwis make good decisions has always been the focus and we’ve since grown to be one of the country’s largest independent New Zealand-owned financial service providers.
In a great place
For several decades, we’ve helped Kiwis get in a great place, health-wise, wealth-wise and family-wise. Your values and goals inform our approach and help us achieve the results you’re looking for.
In a great place is knowing your family is financially secure, no matter what
In a great place is knowing you can have a home loan and still enjoy the lifestyle you want
In a great place is knowing your business is set up for success
In a great place is knowing you’ve got your retirement planning sorted
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Why use a financial adviser?
As advisers, we get specific, selecting and tailoring products for your personal circumstances. You can buy a lot of things online these days, but the internet can’t listen to your unique situation or guarantee impartial advice.
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HOW IT WORKS
Find success with the right support.
Learn more about working with a financial adviser.
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