About Us

We are based in Hawke’s Bay on the North Island of New Zealand and have client offices in Wellington and Auckland.

Our consultants have many years of experience working both in the UK and New Zealand financial services sector and are also migrants to New Zealand themselves.

We take pride in providing the best possible solutions for our clients in all their financial services needs. Our full advice process helps clients establish their financial goals and we keep them fully informed about all options available as they settle into their new life in New Zealand.

The financial services industry in New Zealand is not yet as highly regulated as in the UK, but with our background and experience in both countries you can be sure of getting high quality, expert advice.

Our team is happy to meet with clients throughout New Zealand and we also visit the UK at least twice a year.