Insurance

Get the best life insurance for today and beyond

Investment

Get sound advice about investing you will always understand

Mortgages

Get your first mortgage, refinance, or build a property portfolio

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Life Insurance

Better money management starts with the best life insurance. I’ll give your family financial advice about life insurance that really pays off. Read More

Financial Advice & Planning

Find out the best investment strategies and get advice about investing for family financial advice and planning you can trust to take care of business. Read More

Investments

From advice about KiwiSaver to your best investment strategies, get sound advice about investing you will always understand. Read More

Mortgages

Get free advice on home loans, learn the best mortgage rates, and find the best mortgage broker to help you buy your first home or build your property portfolio. Read More

KiwiSaver

Relax about retirement with great advice about KiwiSaver and the best KiwiSaver investments. Read More

About Us

Your first meeting with me is always free, and I’ll come to you. Ready for better money management? Let’s talk today. Read More

Do you need advice about investing?

Hello, I’m Paul. Talk to me today about better money management.

As we all know, money does not grow on trees. Unfortunately neither does expert advice about investing.

Like most people, you probably believe you’ll live to a ripe old age with your earning naturally increasing throughout your working life. But let’s look at some numbers together.

  • Accidents and sickness prevent two out of five people from working for six months or more.
  • Almost 30% of us face the prospect of long-term illness or disability.
  • One in six men aged over 30, and one in nine women aged over 30, will die before they’re 65.

On the brighter side, even if you are on the right side of these statistics, life happens and better money management can help. You want to have a family. Buy a house. Invest in education, or business, or a trust. Support friends and family in need. Retire in wealth, champion causes, or travel the world.

Advice about investing gives you choices and frees you to live your best life. While your money will never grow on trees, together we can grow it to match your goals and take care of all your worst-case scenarios.

Let’s have a chat today about how better money management can protect your income, your family, your business, and your future.