Right team for the right advice, a range of specialised backgrounds.

We’ve got a seasoned team to help with all your financial needs.

Group CEO

Managing Director

Partner | Financial Adviser

Partner | Financial Adviser

Partner | Head of People

General Manager of Operations

Senior Accountant

Staff Benefits Manager

Financial Adviser

Financial Adviser

Senior Commercial Insurance Specialist

Financial Adviser

Financial Adviser

Financial Adviser

Financial Adviser

Financial Adviser

Financial Adviser

Financial Adviser

Associate Adviser

Associate Adviser

Associate Adviser

Associate Adviser

Associate Adviser

Associate Adviser

Associate Adviser

KiwiSaver Specialist

Commercial Insurance Specialist

Domestic & Commercial Insurance Specialist

Accountant

Claims Specialist

Claims Specialist

Underwriting Specialist

Personal Assistant to Greg Munt

Mortgage Specialist

Mortgage Support

Mortgage Support

Mortgage Support

IT / Network Analyst

Accounting Support

Dream Days co-ordinator

Administration