A bit about
who you're dealing with.

What I do is actually
a pretty simple concept.

I help people protect what matters to them, and I help them make the most of what they're building. Mortgages, KiwiSaver, personal insurance, the three things that tend to quietly run in the background of people's financial lives, until they don't.

I work with families across Tauranga and the Bay of Plenty, and with clients anywhere in NZ. My background is in client relationships and translating complex information into plain language. Financial advice turned out to be a pretty natural fit for that.

Refinancing is a big part of what I do. A lot of people are sitting on a mortgage structure that made sense when they set it up, but hasn't been looked at since. That's often where I find the most value, not dramatic, just meaningful.

I'm based in Papamoa, I'm a fairly new dad (still in the sleep deprivation phase, but improving..), and I genuinely enjoy sitting down with people and working through their situation. If that sounds like someone you'd be comfortable talking to about money, get in touch.