Beth and Phil, HR Adviser and Doctor

Working with Alan Borthwick has been fantastic! He has given us great advice with managing our budget so we can reach our goals.

Alan got us to think about the things that are really important to us and set up a plan to manage our finances and insurances so we can have peace of mind.

He did the research and came back to us with a detailed report so we could make decisions while feeling fully informed.

I would have no hesitation in recommending him to my friends and whanau, in fact I already have!