​​Experience the difference that good advice can make:

• For clients looking to secure a home, personal or business loan, we are your link to a wide range of banks and lenders to help you secure the right loan for your  needs
• ​For clients planning to buy their own home, we can discuss your options and  help you develop a plan to get you into your own home
• For clients wishing to understand their KiwiSaver options, whether towards home purchase or for retirement planning, we can advise on the right fund to achieve your goals
• ​​For clients wishing to manage the competing demands of lifestyle, family and retirement we can design an investment management plan  to take account of  your time-frame, risk appetite and preferences.

With all advice, you will be advised if there is to be a charge before I begin any work. This will be disclosed and agreed in my disclosure statements and scope of engagement documents. Generally, there is no cost when arranging finance for a residential property or investment property. This is because the lender that approves your loan pays approved financial service providers for successful applications.  There are no hidden costs.

​​It costs nothing to ask and you might be pleasantly surprised at the difference that good advice can make.