
Grow & Protect Wealth That Gives You Freedom & Security
Hundreds of professionals & families helped
Millions paid in Life, Health, Income & Redundancy claims
Helping clients grow and maximise their KiwiSaver for long-term wealth
Your financial well-being isn’t just about money – it’s about having the right strategies, guidance and tools to create freedom, confidence and choices.
It’s time to move from uncertainty to clarity. From financial stress to financial security. Let’s make it happen.
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Take Control of Your Future Today
In the current climate, of rising inflation, high interest rates, and increasing cost of living, it’s easy to feel stressed and uncertain.
Whether it’s managing healthcare costs, dealing with unexpected emergencies, or trying to balance financial security with everyday expenses - these pressures add up fast.
But here’s the truth: you don’t have to figure it all out alone.
We’ve helped hundreds of professionals & families just like you:
* Reduce debt faster & keep more money in their pockets
* Save thousands on insurance premiums by structuring cover the smart way
* Supercharge their KiwiSaver - so their future wealth isn’t left to chance
Confidence you can feel today. Financial security you can build for tomorrow.
If you want more freedom, more choices and more certainty, now is the time.
Join our community today - so you too can live fully and fearlessly.
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Plan, Protect & Prosper
Financial Mapping
Plan
In today’s world of rising costs and economic uncertainty, finding financial stability can feel like a challenge. But you don’t have to navigate it alone.
While you can’t control inflation or interest rates, you can control the decisions you make today to secure your future.
We’ve guided hundreds of professionals like you with a clear and personalised roadmap to reduce debt faster, save thousands in interest, and thrive - no matter the economy. If you’re looking to improve cash flow, purchase property, or optimise your rental portfolio, our financial mapping is for you.
We’ll help you uncover blind spots, anticipate risks, avoid costly mistakes, and maximise your opportunities. This empowers you to make informed decisions, leading to greater confidence and financial freedom.
If you’re seeking more freedom, time, and certainty, our financial mapping is the right choice.

Insurance
Protect What Matters
Frustrated with costly, complicated and confusing insurance policies and claims? You don’t have to deal with this alone.
We’ve helped hundreds of professionals and families like you design effective insurance plans and save paying thousands on premiums. Our claims management also enables you to confidently claim on your Life, Health, Income, Redundancy, and Mortgage Protection policies.
Your personalised insurance solution includes a high-level Financial Mapping to ensure you’re not over-insured or paying for unnecessary cover. We also help you structure your policy to save you paying thousands on premiums.
If you want security and peace of mind, our personalised insurance solutions are the right choice.

KiwiSaver
Prosper
Navigating your KiwiSaver options can feel overwhelming, but you don’t have to do it alone.
We’ve helped hundreds of professionals transform their KiwiSaver from a basic savings account into a powerful investment strategy. By assessing your risk tolerance, investment timeline, and financial goals, you can make your KiwiSaver work harder for you - so you can enjoy a retirement filled with financial independence and freedom.
If you’re looking for financial freedom and a more fulfilling future, our KiwiSaver service is the right choice.

59%
50%
46%
Savvy Kiwis Achieve More with the Right Financial Guide
They travel 6x more
Enjoy more holidays and life experiences.
They cut 7 years off their mortgage
Pay off your home faster and save on interest.
They save time
Spend 13 fewer hours on administrative tasks.
Source - Survey of 2000 New Zealanders. Research published by FSC December 2020
Financial, Insurance & KiwiSaver Success Testimonials
Financial Freedom Starts Here
You too can gain more freedom, time and certainty - and live life fearlessly.
Financial Mapping
Uncertain about financial stability?
Financial Mapping turns uncertainty into clarity, giving you a clear plan so you can achieve financial freedom faster.
Insurance
Frustrated with costly and confusing policies?
Our personalised insurance strategies and claims management enables you to enjoy peace of mind and live life fearlessly.
KiwiSaver
Unsure about KiwiSaver options?
Our KiwiSaver strategies can supercharge your KiwiSaver today for a more prosperous future tomorrow.
3 Easy Steps to Financial Freedom

Connect & Clarify
We'll have a brief, meaningful phone call to understand your financial challenges and priorities. We’ll answer any questions you have and then schedule an online meeting to start turning your financial uncertainty into confidence and peace of mind.
Strategy & Action
During our meeting, we’ll work together to create a personalised plan that may include financial mapping, insurance strategies, or supercharging your KiwiSaver. You'll leave with a clear summary and actionable steps, empowering you to gain more freedom, time, and certainty.
Ongoing Support
As your life evolves, so do your financial needs. Our team is here to help you adjust your plan and strategies and manage any insurance claims, so you can live life fully and fearlessly.