Contact

Let’s talk

If you would like to have a chat with a financial adviser or book a meeting, please either complete the enquiry form or get in touch using the contact details below.

Office: +64 9 478 6555 

John: 027 478 0320 or click here to book a meeting in his calendar

Rachelle: 021 631 327 or click here to book a meeting in her calendar

Address: 31 Bournemouth Terrace, Murrays Bay, Auckland 0630, New Zealand

Privacy Statement

We collect personal information from you, including your name and contact information. This information is used to provide you with information, answer your questions and carry out our agreed services. Besides our staff, we may share your personal information with specified third parties in order to provide our agreed services or as required by law.

Providing some information is optional. If you choose not to provide information we request, we may be unable to provide our agreed services.

We only send emails to those who want to receive it. If you want to stop receiving emails from us, please use the ‘unsubscribe’ link at the bottom of our email communications.

You have the right to ask for a copy of any personal information we hold about you, and to ask for it to be corrected if you think it is wrong. If you’d like to ask for a copy of your information, or to have it corrected, please contact us.