Our Story…

It was always our dream to create something together that combined our knowledge across various industries where we could help people and allow us to focus on our family and that all important healthy work/life balance. So back in 2014, we decided to put things in place to create…


a place where talking about Mortgages, Insurance, KiwiSaver and anything to do with building wealth is welcomed!

Craig is a highly-qualified and experienced Financial Adviser, investment portfolio consultant, mortgage broker and insurance broker.

Fiona has a background in design, marketing and administration and is responsible for maintaining social media, illustrations and anything else that needs to be taken care of!

Our Passion is Helping People Achieve Their Goals

We love helping our clients realise their wealth goals. Wealth can mean many things – actual cash and money in the bank, feeling secure that your family is or will be provided for, maybe owning your own home and paying off that mortgage as quickly as possible, perhaps buying investment properties, or simply knowing that your retirement will be sorted.

Most people we know are rushing about being busy with jobs and kids and life, and don’t have the time to stop and make sure they have the best mortgage structure, are properly protected by insurance, or are on the right path to achieve their own dreams!

Whether you want to get into your first home, start your property investment portfolio, protect your family and your home with quality insurance at the best price, or just have an understandable, achievable financial plan laid out for you, we’d love to help.

Get in touch with us today to see how we can help you

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