Business overview
Independant Financial Advisers.We are a privately owned, independent Financial Advisory firm based in Nelson. From Insurances, KiwiSaver and Financial Planning, we help New Zealanders become financially free with goal focused, quality advice.
Helping Kiwis save for tomorrow but live for today with clever tactics: mustering resources and careful planning.
Products and services I offer
- Life Insurance- Disability Insurance
- Private Health Insurance
- Kiwisaver
- Investment
- Financial Planning
- Retirement Planning
Why I'm in the Venus Network
As a local Nelsonian I love living in this beautiful City. I have been actively involved in the community for quite a number of years and know it is very common here to experience it is 'who you know' not 'what you know'.I am in Venus to Network and access further streams of points of contact and referrals and reciprocate with that back to the group. I also love learning new and improved ways of others in business working efficiently that I can potentially implement.
My point of difference
I am incredibly passionate about what I do in protecting friends and family and the wider community with Life and Private Health Insurance especially seeing clients often around town.It's also great to be a part of structuring funds to get the most out of your money and seeing it work for everyone whether that be KiwiSaver or larger funds.
Being Independant we are unique as we are able to access most providers to source the best pricing and solutions tailored to each individuals needs and proud to be locally owned.
