About Us

We are a Dunedin financial services company committed to providing you with quality financial advice.

We believe in the importance of relationships and the value of personal service because your circumstances and priorities are likely to change over time.

What we can help you with

  • Protecting what's really important by finding the right type of cover to protect you, your family, your income, your lifestyle and your future
  • Planning for a secure and rewarding retirement so you can have a retirement to look forward to
  • Providing valuable benefits to staff by helping employers provide additional security for their employees that generates goodwill and loyalty in return  

Our salaried Advisers specialise in what they do because getting the right advice is really important when it comes to the financial decisions in life.