Amy and Rodney, Office Manager and Train Controller

We first started talking to Alan about a year ago and we are so glad that we did! At that time we knew we wanted to buy a house but we had no idea how, we also had never really talked about our long term financial goals as a couple or as a family.

Alan helped us with all of this. Each meeting covered new areas and we were able to learn more about mortgages, insurances and planning for the future.

Alan made everything easy to understand and helped us to realise exactly what we were getting in to. We now have a house and a mortgage with repayments that we understand with insurances to look after us and protect our home.

We now have an on-going relationship with Alan who is now assisting us with retirement, KiwiSaver and further investments. We really appreciate how easy it is to get hold of Alan and how happy he is to help with any questions or queries we might have no matter what they maybe.