Protect what matters most with flexible insurance plans.
Maximise your KiwiSaver with the right strategy and fund
Locally Owned, Independant Financial Advisers.
We are a privately owned, independent Financial Advisory firm based in Nelson. From KiwiSaver, Insurances and Financial Planning, we help New Zealanders become financially free with goal focused, quality advice.
The battle for life balance is hard to win; how do you save for tomorrow but live for today? The answer is tactics, clever tactics: muster your resources, plan carefully and find your happy.
We compare and recommend the right fund for you, free of charge.
The decisions you make with us, and the advice we give you, take into account much more than the bottom line. It’s not all about assets and income – we look at health, income protection, retirement planning, that round the world trip you want or getting the kids through university. It’s about priorities, character, the whole you not just the dollars and cents.
The decisions you make with us, and the advice we give you, take into account much more than the bottom line. It’s not all about assets and income – we look at health, income protection, retirement planning, that round the world trip you want or getting the kids through university. It’s about priorities, character, the whole you not just the dollars and cents.
Measurable Marketing Specialist at Dickiebird
Mark’s advice was a breath of fresh air. His advice was easy to understand and gave us the confidence to make decisions that not only took into account long term goals, but also allowed us to live the good life here and now.
Freelance writer and photographer
Mark is a well informed and diligent financial adviser who looks after his clients very well. He keeps them informed, takes a personal interest in their goals and aspirations and inspires confidence. I highly recommend his services.
Adviser to the Advisers. Coach, Mentor
Having had the privilege of seeing “inside his business”, I can attest that he is 100% focused on achieving superb client outcomes; he has an obvious and sincere ethical overlay to everything he does; and everything centers upon the primary objective of “making life better” for his clients.
