We map your lending, investments, insurance, and retirement into one clear picture — so you can see exactly where you stand and what to do next.
Specialist advice across every area of your financial life — connected into a single strategy that actually makes sense.
Home loans, commercial lending, and refinancing — structured to work with your insurance, investments, and retirement plan.
Managed funds and wealth-building strategies designed around your full financial picture, not just market returns.
Life, health, income protection — the right cover matched to your actual risk profile, lending, and wealth strategy.
KiwiSaver optimisation, retirement income planning, and a clear roadmap to stop working on your terms.
Whether you're buying your first home or funding a commercial development, we handle the full lending picture — and make sure it's connected to your insurance, investments, and retirement plan.
The difference? Your mortgage doesn't sit in isolation. We connect it to your insurance (so you're covered if something happens), your KiwiSaver (so your deposit works harder), and your investment plan (so your equity builds wealth).
We help you build wealth outside of property and KiwiSaver — through managed funds that are chosen to fit your goals, your timeline, and your full financial picture.
Your investments work alongside your lending (so you're not over-leveraged), your insurance (so a setback doesn't force a sell-off), and your retirement plan (so you're building from multiple angles).
We make sure you're properly covered — not over-insured, not under-insured — with cover that's matched to your actual debts, income, and family situation.
Your cover is built around your mortgage balance, your income, and your family's needs — not a generic calculator. When your lending changes, your cover updates too.
Whether retirement is 5 years away or 35, we help you see the number you need, check if you're on track, and optimise your KiwiSaver and savings to close the gap.
Your retirement plan is connected to your mortgage (pay it off before you stop working), your investments (building wealth alongside KiwiSaver), and your insurance (making sure a health event doesn't derail the plan).
Drop your pin. Set your destination. Plan the stops. Navigate. See how it works for people like you.
Enter your numbers. See what your assets could generate — after tax, after debt, after real living costs.
A clear, honest picture of where you are today across all four areas — and a personalised roadmap for where you could be.
Tell us where you are today — income, debts, KiwiSaver, cover, goals. Takes about 2 minutes. No documents needed.
We map your situation across lending, investments, insurance, and retirement — showing what's connected, what's missing, and what's costing you.
Walk away with a clear understanding of where you stand, what the opportunities are, and what steps to take — then you choose the advice areas you'd like to engage in. No pressure, just clarity.
Tell us a little about where you are today. It takes about 2 minutes — no documents, no commitment. We'll map your position across all four areas and show you the route forward.