Our Partners



Booster Investment Management Limited’s – KiwiSaver Scheme has been helping New Zealanders since its inception in 2007 and were appointed as a KiwiSaver default provider for a seven-year term which began on 1 July 2014.




Consilium provides our firm with wise counsel in respect research, asset allocation and modelling tools necessary to deliver high quality investment advice. Their Investment Committee meets regularly to monitor, research and report on investments that may be appropriate for inclusion in our client’s portfolio.

Consilium also provides our business with processes in regards to the FNZ custodial platform, which enables us to provide clients with tailored solutions through customized individual portfolios or diversified model portfolios.’

Synergy Investments

Synergy provides a discretionary investment management service (DIMS). As such, Synergy invests our client’s money on their behalf into financial products, such as managed funds, to gain exposure to New Zealand / international shares, cash and fixed interest investments.

Personal Insurance


Continue on your path to financial freedom and contact us for a free initial no-obligation consultation, so you can see if we are the right fit for you.