Family
Finances
Future

Every Kiwi family deserves financial freedom

Need help and not sure where to start?

We help Kiwi families with…

Mortgage Elimination

Wealth Creation

Wealth Protection

Read Our Blog

  • How much is enough when you finish up work?

    How much is enough to achieve your living costs, travel and gifting goals?

    We ask some questions about your work, how many people you're supporting and your preferred lifestyle post-retirement to help plan accurately.

  • What does mortgage structure mean?

    Mortgage Structure: what is it and have you got it right?

    Whether you’re considering your mortgage structure for your own home, or for an investment property, the way you structure your mortgage will form an important part of your overall investment strategy. 

Read More

Download our disclosure statement

Our focus is to provide advice and support to our clients on all aspects of finance.

We help our clients create a nest egg by making good financial decision with their money by using tools such as budgeting, financial planning and investment advice .

We don’t look at one aspect of your financial situation, we look at:

  • Your debt positioning, focused on paying down your mortgage

  • Creating your wealth through investment

  • Protecting your wealth through insurance.

How we work…

We don’t believe in putting a financial plan in place and leaving it!

With our 5 step process, we create solid long term financial plans for our clients and then work with them to implement their plan.
With regular review and building relationships we help them achieve their financial goals until they reach retirement.

 

What our clients say…

Testimonials

We have been working with Rebecca for the last 3 years with a plan to grow our retirement fund. She has provided an achievable plan for us and with her knowledge and guidance we are on track to reach our goals. Rebecca's investment knowledge has given us the confidence to invest in property and maximise our income. She has helped us get our heads out of the sand and plan for our future!!

Sandra Goudie and Collin Laurie

Rebecca has done an outstanding job in helping us achieve anything we set our minds on with little to no hassles whilst saving money! Thank you so much Rebecca! Highly Recommended!

Jarred de Farias

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