Apex Advice
Review your protection or KiwiSaver investment plan & WIN* a $1000 travel voucher from House of Travel.
Calculate how much you can borrow, pay and save with our calculators.
Refer a friend
If you know someone who could benefit from reviewing their KiwiSaver accounts, Insurances, Home loan or Investments, a simple financial check in can help ensure they are in a great place.
As a thank you, both of you will go into the monthly draw to win* a $50 Prezzy Card each.
Looking for the best home loan or refinance deal for you?
Our home loan advisers are market experts. Define what thriving means to you as a homeowner and we’ll help you to get there.
Financial advice and guidance for everyday New Zealanders
Let's get you to a great place.
Is your KiwiSaver Investment on track?
Making informed decisions can make a significant difference to your long-term financial wellbeing.
Learn more: Is your KiwiSaver Investment on track? Book a free consultation
We can’t predict the future, but we can prepare for it.
The things we value most are worth protecting. Today’s actions can help you stay confident in the worst case scenario.
Learn more: We can’t predict the future, but we can prepare for it. Book a free consultation
Our Impact in Numbers
5,845 families we’ve helped insured
1,538 home loans and 833M in lending we’ve helped secure
134M in fund under management
45M+ in claims paid
Our Philosophy
Embrace a holistic view of your financial wellbeing
From insurance to home loans to KiwiSaver and investments, we can help you balance these moving parts through our protect, own, grow philosophy.
GET STARTED NOW
The right advice can make a big difference.
What to expect when working with a financial adviser.
First, we listen. Our advice gets personal when we understand your goals and priorities. Together we’ll build out an approach that resonates with you, assist you as you put the plan into action, and ensure you have access to all the relevant resources along the way.
Learn more: What to expect when working with a financial adviser.
Personal Advisory
Investing in your financial health puts you and your family in a secure position to find fulfilment in the things you enjoy, while achieving meaningful goals.
Business Advisory
Investing in your company can open the door to new opportunities. As a business owner, safeguarding your assets and planning for the future can set you up for long-term growth and success.
BLOG
