Matt has a New Zealand Certification in Financial Services he has been helping clients overcome financial obstacles since 2007. He offers solutions for common issues like mortgage payments, investments, KiwiSaver contributions, and insurance costs.

 

In addition, Matt has a particular interest in helping clients save money on ACC, creating self-insurance funds, and reducing the cost of long-term insurance requirements. Contact Matt today to explore how he can help you achieve your financial goals and improve your financial wellbeing.

A highly competent professional with expertise in managing ACC, KiwiSaver, and Managed Funds, applications as well as ensuring the regulatory compliance of our business is met. Her exceptional project management skills ensure the smooth day-to-day running of the business, while her natural ability to communicate effectively enables her to build strong relationships with clients suppliers and colleagues alike.

 

With her exceptional organizational skills, attention to detail, and ability to navigate complex tasks with ease, Amy is the perfect choice to manage out business operations.

Naidine is a dedicated Life Insurance Adviser who is passionate about helping families make informed decisions about their financial future. She’s detail-oriented and always puts her client’s needs first, whether that’s finding the right cover or guiding them through the process.

 

Outside of work, Naidine is a proud wife and mother of two young boys. She loves spending time with her family, and as a true summer enthusiast, they’re always enjoying the outdoors. Traveling is a big part of Naidine’s life—she’s already explored much of the world, but there’s still so much more she’s excited to discover.

A detail-oriented Finance Planning and Analysis professional with a strong focus on financial reporting, compliance, and process optimization. He specializes in optimizing financial processes, and implementing internal controls to ensure operational efficiency.

Outside of work, Athavan is a passionate cricketer who thrives at the crease, especially during the summer. When he’s not on the field, he enjoys unwinding with a good movie, always on the lookout for an interesting film to watch.