Build the healthy financial life you want with Attentive, Transparent & Strategic financial planning & investment advice.

“The power to change your life lies in the simplest of steps”
Steve Maraboli

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SAM KODI

Is your award winning financial expert & adviser providing you with financial planning, advice, wealth management and support.

Live the life you want now and in the future

Provide for and protect your family

Protect your business and your interests in it

To build the healthy financial life you want involves six elements…
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TESTIMONIALS

“Sam and his A-team we’re amazing to deal with every step of the way making something potentially painful a breeze!

Thanks again Sam and team, you are amazing.”

Dan Hesson The Hesson Family Trust

“With Sam an his super team, it is not all about the business. If you are looking to secure your financial future, then you will not regret giving Sam and his team a call and setting up an appointment.”

Shohan Wimalaratne

“IN THE GREEN” LATEST ARTICLES

Will a family trust protect your personal assets from your business dealings?

It seems like every man (and his dog) in New Zealand has a family trust. Are there genuine reasons that you, as a business owner, should be setting one up too? What is a family trust? Family trusts are designed to protect the ownership of your assets and benefit your...

Selling Your Business to Fund Your Retirement

Selling your business to fund your retirement can be a scary proposition. Finding the right buyer & getting maximum value for all your hard work takes time and careful planning. Is your business going to be sale ready? Why is Business Succession Planning...

8 Effective strategies to protect your personal assets from business creditors

When you first start your business, you’re probably not thinking about what happens if it fails. But planning ahead for the worst-case scenario, even when the outlook seems calm, may save your home and personal assets from creditors. Why do you need to protect your...