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Thorough Planning

Responsible Investing

Performance Monitoring


We work with people from a variety of backgrounds every day, providing high quality financial solutions, which we guarantee will put you in total control of your financial destiny


Our success to date is largely attributed to our ability to listen to, and understand our clients' particular needs, find practical solutions to those needs, and then execute a plan that ensures their success

...We welcome you to join the experience


What would you like help with today?

Compare KiwiSaver Providers

For new clients that have not used our service before and would like to compare their current KiwiSaver scheme with market performance, set outcomes for maximum goal realisation and attain financial projections 

Review My KiwiSaver

For existing clients that have their KiwiSaver scheme with us and would like to review performance, alter the investment portfolio or manage projections and financial outcomes

General Financial Advice

For new and existing clients that require financial advice and help to solve an existing financial problem, learn new techniques, implement smart money management and set and achieve financial goals 

What Clients Say ...

"Greg has been extremely helpful in setting up our KiwiSaver's so that we can reach our goal of buying our first home. His knowledge and easy to understand advice has been extremely helpful. I would definitely recommend spending the time with him to ensure that it is done properly"  - M & C (Christchurch)
Portfolio example

Having your KiwiSaver in the best portfolio for your circumstances can make a big difference over time

Meet Sam, Age: 35

Employed full time earning $65,000 per annum

With an initial KiwiSaver balance of $25,000

Contributing 4%

Conservative fund


Lump sum at age 65

Balanced fund


Lump sum at age 65

Growth fund


Lump sum at age 65

High Growth fund


Lump sum at age 65

Note: We’ve calculated these results based on set information entered by us, and some industry-standard investment return, inflation and salary increase assumptions as set by the Financial Markets Authority (FMA). Our calculator is intended as a guide only and only relates to your KiwiSaver account. For more information, please see our Calculator Assumptions.

If you have any questions or would like personalised advice about your KiwiSaver account simply contact us, we are happy to help

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