Our Advisers - Mt. Maunganui
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James is an Authorised Financial Adviser with a long and diverse history in the financial sector. James is based in Tauranga and also works out of the Auckland office on Tuesday and Wednesday. Starting with a degree in Economics, James worked in the Foreign Exchange Markets in the City of London.... -
Mike has over 25 years experience in the Financial Services Industry, the last 15 years as a Mortgage and Personal Insurance adviser. He is committed to finding his clients the best possible mortgage options to suit their needs, whether it be purchasing their first home, upgrading their home or j...
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Specialist Personal, Business and Fire and General Insurance and KiwiSaver Adviser Graeme began his career in the financial services industry in 1988. He spent 6 years in Australia as an adviser and since his return to New Zealand in 1994 has focussed on advising individuals, fam...
Insurance 
Investments 
KiwiSaver 
Mortgages 
Fire & General 