Our Services
Whether mortgages and loans, KiwiSaver, or insurances, we can help you make financial decisions with absolute confidence.
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Lending
More than a loan, it's your future
Smart home loans, tailored for your future. We help you make confident, informed decisions - whether you're buying your first home, refinancing, or looking to get ahead faster on your mortgage.
Our focus is on:
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First home buyers – step-by-step guidance, help with KiwiSaver and grants, and support through every stage of the process.
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Refinancing – better rates, debt consolidation, or freeing up equity - we’ll review your options and handle the switch.
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Smarter loan structures – we design lending solutions that suit your lifestyle and goals, helping you pay down your mortgage faster and save thousands in interest.
We take the stress out of lending and put you in control of your financial future.
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Insurance
Protect what matters
We offer tailored insurance solutions designed to protect what matters most—without overpaying for cover you don’t need.
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Personalised Plans – Every policy is designed around your unique needs, goals, and budget.
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Affordability First – We focus on keeping your premiums cost-effective while ensuring you have the right level of protection.
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Comprehensive Cover – We advise on life, health, income, and mortgage protection—helping you choose what’s most relevant to your situation.
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Peace of Mind – Feel confident knowing your insurance is working for you—not the other way around.
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ACC for Self Employed – free assessment and structure to maximise levies being paid to ACC.
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KiwiSaver
Plan, grow, retire
KiwiSaver is more than just retirement savings – it’s a smart part of your financial planning.
We help you choose a provider that actively grows your money while protecting it during market downturns.
Our recommended provider offers two key benefits:
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Downside protection to reduce losses in tough markets.
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Contribution protection if you can’t work due to illness or injury.
Let’s make your KiwiSaver work smarter for you – giving you financial growth and peace of mind.