Helping you succeed in life's financial journey

Meet The Team

Our team of experienced advisers and certified financial planners will take the time to find out what drives you and where you want your money to take you. 

Find someone who can help me with:
Jeremy Cole

Director/Authorised Financial Adviser
Sue Daulby

Insurance Adviser
Ian Fraser

Mortgage & Insurance Adviser
Roseann McConnel

Senior Personal & Business Risk Specialist
Tania Heighway

Mortgage & Insurance Adviser (Wairoa & Gisborne)
Jac Burger

Insurance Adviser
Dot Janssen

Risk Insurance Administrator
Anthony Floyd

Insurance Adviser

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