About us

We like to think of ourselves as specialists in financial services, who talk, think, look and act like real people... just like you. I know, crazy right?

We've cut out the technicalities, paperwork and obsolete processes wherever possible. Providing you with a fresh, fun and vibrant service tailored to each and every one of you - that’s how special you are.

We're in this with you for the long haul, serving our customers since 2007. We know our stuff and we get stuff done! So, get to it and book one of our hand picked advisers to get the all important stuff sorted.

Terangi Brown | Director and Adviser

The captain of the team, Terangi takes care of business development and mentoring our advisers. She is a keen sports mum and also makes a mean margarita!

Tracy Berge | Operations Manager

An expert at juggling all of the moving parts in a financial services business, Tracy is the undisputed boss of everything. She is a tea lover and also a keen cat person.

Robert Williams | Adviser

Rob is always up for the challenge of getting the right cover for his clients. He finds his zen shooting a few hoops or on a paddleboard.

Alex Brown | Adviser

Alex is at the coalface, advising and assisting clients on a daily basis. His enthusiasm and positivity makes him a natural favourite with advisers and clients alike.

Luke Wainui | Adviser

As an adviser, Luke is a true problem solver and his clients really appreciate that. His happy place is on the water, in a waka.

Jenny Webb | Adviser

Jenny has a natural nurture approach to all things financial services! If you're looking for an adviser who understands the dynamics of family, parenting and alike then Jenny is who you want to talk to.

Mana One'One | Services Specialist

Service with a smile. Mana is the friendly voice at the end of the phone when our beloved clients need stuff done. He loves to travel to tropical places.

Hannah Wynne | Online Brand Coordinator

Our go to guru for all things gram and facey. Hannah is responsible for the more social aspects of communication with our fabulous clients.

Want to join an amazing team? Yes Please!