Health Insurance
Cover that fits how you and your family use healthcare, balancing premiums, excesses, and key benefits.
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Personal Insurance, KiwiSaver, and Financial Advice
I focus on three key areas: personal insurance, KiwiSaver, and financial planning.
With insurance, we will work out what really needs protecting. For KiwiSaver, I help you choose the right provider and fund so it actually supports your goals. Financial planning ties it together: practical, step-by-step guidance on cashflow, debt, and long-term goals.
Independent guidance across KiwiSaver, insurance, and planning.
Personal Risk Insurance
Protection that fits real life, not just a policy document.
Beyond KiwiSaver and investments, having the right insurance cover matters. I help everyday Kiwis sort their health, life, and income protection, cutting through the fine print so you know exactly what you are covered for, and why.
Life Insurance
Work out how much cover your family genuinely needs, then match it with providers and policy features.
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Other Insurance
Trauma, income protection, and personal risk cover so your income and plans are better protected.
Get AdviceGrowth for your first home or retirement.
KiwiSaver
KiwiSaver is not one-size-fits-all. I help you compare options in plain English, so you are not just guessing or sticking with whoever your employer picked years ago.
Choosing the Right Provider
Compare fees, performance, service, and ethical settings in plain English.
Finding Your Fund Type
Match conservative, balanced, growth, or aggressive funds to your timeframes and comfort with risk.
KiwiSaver for Your First Home
Understand withdrawals, eligibility, contributions, and fund choice before buying.
KiwiSaver for Retirement
Check whether your current settings are doing enough for the lifestyle you want later.
Achieve your goals
Financial Planning
Good financial planning is not about perfection; it is about having a clear, realistic path that fits your life. I start by understanding where you are now - income, debts, savings, goals - and what is most important to you and your family.
From there we build a practical plan covering cashflow, debt repayment, KiwiSaver, and protection. Not a 50-page report you never read, but a simple roadmap we can update as life changes.
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