About us
Our focus
We help clients get the right tailored finance and insurance advice for their situation and ensure it fits their needs now and into the future.
We believe in advice over product and always ensure our advice suits your short, medium and long-term goals.
Our Financial Advisers
Alan Borthwick CFPcm
Director & Financial Adviser
PGDipFinPlan, NCFS
Mortgages, Insurances, Financial Planning, Kiwisaver and Investments
LEARN MORE
Thivakar Pushparaj
Director & Financial Adviser
BCom, NCFS
Mortgages, Insurances and KiwiSaver
LEARN MORE
Michael Craig
Financial Adviser
NCFS
Risk Insurance Specialist
Niraj Patel
Financial Adviser
BCom, NZCFS
KiwiSaver, Investments, Mortgages and Financial Planning
LEARN MORE
Our Administration Team
Mahlah Courtney
Executive Assistant
Jess Edmonds
Refix and Administration Support
Keli Billingsley
Client Services
Jennifer Zandis
Executive Assistant
Tanya Karpenko
Administration Assistant