Good advice, better decisions.

Work with a financial adviser.

Fund selection, contribution planning, and first home withdrawal advice, without the jargon.

Talk to an adviser

How we help

For almost everyone, dealing with your mortgages, investments, debts, bills, and taxes can get very complicated. Our financial and investment advice starts with listening, so we can tailor our service to you. You’ll work together with one of our expert financial advisers, and they’ll help sort out any of your financial issues and advise you on how to make smart money decisions so you can get ahead.

Right fit?

An adviser will help you sort through the details of your current finances, including the big stuff like your assets and goahat dls, and the little things like webts you have, and where all your cash is going.

Right fit?

An adviser will help you sort through the details of your current finances, including the big stuff like your assets and goahat dls, and the little things like webts you have, and where all your cash is going.

Struggling with discipline?

Setting goals, taking steps, and following through on financial commitments is key to growing your wealth and getting ahead. Working with an adviser gives you a regular time slot for goal-setting and reviewing progress – making it much easier to stay accountable and on track.

Struggling with discipline?

Setting goals, taking steps, and following through on financial commitments is key to growing your wealth and getting ahead. Working with an adviser gives you a regular time slot for goal-setting and reviewing progress – making it much easier to stay accountable and on track.

How can we help?

Many financial decisions are emotional – particularly if they’re about your job and home. It’s hard to see your own situation clearly, so your financial adviser can give you outsider’s view.

How can we help?

Many financial decisions are emotional – particularly if they’re about your job and home. It’s hard to see your own situation clearly, so your financial adviser can give you outsider’s view.

Frequently Asked Questions

What should I be doing with my KiwiSaver?
It's a good idea if your KiwiSaver fund matches your financial goals. Your goals often change over your lifetime so it's always good to review how much risk you're willing to accept and make sure your KiwiSaver fund and provider are still the right fit for you.


How do I start?
That's easy, start by getting in touch with our team of expert financial advisers.


Are all mortgage brokers created equal?
The short answer is no. Skill, experience, and quality of service aside, a lot of brokers in New Zealand are remunerated based on the commission they earn. These "Commission Only" brokers quite often gently (or not so gently) push clients towards the banks that pay them a higher upfront commission – talk about a conflict of interest.


How much can I borrow to buy a home?
Click here to calculate your current borrowing capacity: How much can I borrow?


Does it cost to use a financial adviser?
No. For 99% of our clients, it costs them nothing to use us as their financial advisers. All the main banks and insurance providers pay us a commission based on the size of your mortgage or policy. And in case you're wondering, there's no price or rate difference passed on from the bank or insurance provider (or added on by us) if you use a Float adviser.