Helping people to move forward with their finances. Providing a clear pathway in working out where they are financially, what they want the future to look like financially and how to make this happen. Professional Financial Planning, providing financial advice around Income generation, Investment advice, KiwiSaver, Long term savings, Wills, Trusts and Enduring Powers of Attorney. Feel free to reach out for a chat to see how I can help you or your clients.

I have assisted Kimberlee’s clients for many years going through divorce with successful outcomes as I am sensitive to their situation and needs. Feel free to call me for a no obligation chat about how I might help you or your clients.