Your finances are more than numbers. So are we.

We know finances can feel overwhelming, with so many choices and moving parts. That’s why we’re here to guide you.

We bring together accounting, mortgage, and wealth advice to create solutions just for you. Instead of focusing on just one piece, we look at the whole picture—helping Kiwis make confident financial decisions.

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Our values

We are proud of our values and they are at the core of all we do. These values define how we work together and interact with clients. They ensure we continue to grow and collaborate to provide the highest quality financial services.

Value 1

We are committed to excellence

We deliver a first class service to our clients. 
We set high standards for ourselves and are invested in each other’s success, making time to share expertise and knowledge.

Value 1

We are committed to excellence

We deliver a first class service to our clients. 
We set high standards for ourselves and are invested in each other’s success, making time to share expertise and knowledge.

Value 1

We are committed to excellence

We deliver a first class service to our clients. 
We set high standards for ourselves and are invested in each other’s success, making time to share expertise and knowledge.

With you at every milestone

We are proud of our values and they are at the core of all we do. These values define how we work together and interact with clients. They ensure we continue to grow and collaborate to provide the highest quality financial services.

Our team

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Michael Vincent

Mortgage Director

Andrew Armstrong

Mortgage Director

+64 27 224 0159 Book a Meeting

James Blair

Wealth Director

+64 27 399 5175

Amanda Quill

Accounting Director

+64 9 320 4948

Ravi Chand

Operations Manager

+64 21 221 2304

Jess Hargreaves

Financial Adviser & KiwiSaver Manager

+64 21 884 636 Book a Meeting

Mitch Worthington

Mortgages Operations Manager

Roger Potter

Accounting Manager

Vinay Reddy

Senior Accountant

Lezanne Brink

Accounting Practice Manager

Nevil Surani

Accountant

Lata Utumoengalu

Accountant

Lily Park

Accountant

Kiara Gaffur

Accountant

Shinji Yokomoto

Accountant

Maggie Jenkins

Accountant

Jaimie McGee

Bookkeeper

Rishi Shah

Accounting Administrator

Jasmina Lohi

Mortgage Adviser

Vinny Connett

Credit Writer

Alex Revington

KiwiSaver & Budgeting Adviser

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Nicole Lam

KiwiSaver & Budgeting Adviser

Book Meeting

Harrison Rumney

Client Success Manager

+64 9 802 3021 Book a Meeting

Sophia Malecaut-Watts

Wealth Operations Manager

Erynn Adler

Wealth Administrator

Emily Powell

Marketing Coordinator

Fiona Sullivan

Office Manager