Finance business

Making Advice Easy

We are a small family based business, focusing on helping clients with their personal investment planning needs. Our focus is on KiwiSaver advice, savings, investment planning and retirement planning so if you are looking for quality advice, we are the team to talk to.

With access to all major investment providers, we do not have any financial obligations to recommend one provider over another.

This means that you can be sure of the very best advice that suits your own specific situation. If you are looking for someone who won’t tell you what to do but will give you lots of ideas allowing you to make informed decisions that suit you (and your budget), we could be a perfect fit.

Financial Advice NZ

Michael is a founding member of Financial Advice NZ and has been awarded the 'Trusted Adviser' mark.

The Trusted Adviser mark is awarded to those Financial Advice NZ members who show they have committed to qualifications and continuing professional development obligations at a level higher than that required by New Zealand law and code. Financial Advice NZ members who have this designation are able to show the public that their high level of qualification, experience and ethics has been recognised by a professional body.

Trusted Investor v2