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