Our Advisers - Auckland
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James is an expert in the financial advice field. Here is how: • An unparalleled Financial Markets background • An Honours Degree in Economics • Offices in Tauranga and Auckland • Not tied to any Financial Provider, Bank, Fund Manager or Insurer. • Very approachable ...
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Aaron brings over 20 years of experience in the insurance industry, where he has developed a deep understanding of risk management and client-focused advice. His career is built on a foundation of preparation and strategy, guiding him to deliver meaningful and practical solutions for his clients. ...
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Cathy is a Financial Adviser with more than 20 years experience in the Financial Sector. Having earned her National Certificate in Financial Services Level 5, she provides her clients with the best advice on products tailored to their individual needs. Cathy’s area of expertise is retirement plann...
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Melissa Popely, Specialist Mortgage Adviser I have been in the financial services industry since 2022. I specialise in helping you achieve your home ownership goals, whether you are a first time home buyer or looking to purchase an investment property. I have an easy to understand approach w...
Insurance 
Investments 
KiwiSaver 
Mortgages 
