Psychology-informed financial planning with complete independence. No commissions, incentives, or conflicts of interest - just expert guidance tailored to your needs.
Comprehensive financial advisory services designed for business owners, professionals, and high net worth individuals.
Strategic investment advice tailored to your risk profile, goals, and timeline with ongoing portfolio management.
Expert KiwiSaver advice from the leader of ASB's 2007 launch, maximizing your retirement savings potential.
Life, income, and health insurance strategies to protect your family and business interests.
Comprehensive financial planning combining psychology insights with proven financial strategies.
Strategic investment advice based on 36+ years of market experience and behavioral finance insights. We focus on long-term wealth building through diversified portfolios aligned with your risk tolerance and financial goals.
Comprehensive insurance planning to protect your family, business, and financial future. We analyze your specific risks and recommend appropriate coverage levels without commission bias.
Expert KiwiSaver guidance from the advisor who led ASB's KiwiSaver launch in 2007. Maximize your retirement savings through strategic fund selection, contribution optimization, and withdrawal planning.
Holistic financial planning that integrates psychology insights with proven financial strategies. We help you understand your financial behavior patterns and make better long-term decisions.
Complete transparency with no hidden costs, commissions, or conflicts of interest. You pay for advice, not product sales.
Transparent hourly rate for all advisory services with no hidden fees or ongoing charges.
Project-based fixed fees available for comprehensive financial planning engagements.
Complimentary initial consultation for new clients to discuss your needs and our approach.
We don't receive commissions from product sales, ensuring unbiased advice.
No incentives or conflicts of interest - your success is our only motivation.
Clean disciplinary record with transparent ethical positioning.
Specialized expertise for business owners, professionals, and high net worth individuals seeking independent counsel.
Strategic financial planning for business owners including succession planning, tax optimization, and wealth preservation strategies.
Comprehensive financial advice for professionals and company directors seeking to optimize their financial position and plan for the future.
Sophisticated financial planning for high net worth individuals and families requiring complex investment and estate planning strategies.
Book your free 30-minute consultation to discuss your financial goals and learn how our fee-only approach can benefit you.
No obligations • Typically respond within 24 hours • Rural NW Auckland location