There are plenty of financial advisers in New Zealand, but how many are born from a bone deep desire to help you live better?
OUR STORY
We first opened for business in 2015. Sam had grown frustrated with the financial sector’s focus on products, believing a more holistic approach to personal finance and wellbeing was needed.
From the outset, we have placed our clients at the heart of everything we do – starting right from top with our business model. We recognise that your entire lifestyle and wellbeing are dependent upon your overall financial health. Your goals, needs are aspirations cannot be met with stand-alone cookie-cutter financial products. As such, our focus is on customised solutions which incorporate a wide range of financial and related products and services including:
- strategic planning
- tailored advice
- brokerage services (mortgages and loans, insurance, Kiwisaver and investments)
- financial coaching and education
- referrals to our partners for legal, accounting, tax, business, real estate and wellbeing services.
Judging from the comments we receive from our clients, it’s an approach that’s working.
OUR FOUNDER
The childhood personal experiences of founder Sam Kodi shape much of what “Sam Kodi the business” does and why.
Sam originates from Sri Lanka where his formative years were spent learning the value of family, hard work, and respect for others. Having grown up in a household where their lifestyle was built on a mountain of debt and money anxiety, Sam recognised early on that money represents choices, opportunity and ultimately, freedom.
Determined to achieve financial freedom despite his circumstances, Sam overcame the challenges caused by financial hardships and the Sri Lankan civil war to complete tertiary study, ultimately achieving an MBA from the University of Houston, USA.
Sam has worked in finance now for over 30 years, with the last 17 years in New Zealand. From the ‘shop floor’ to senior management, Sam has held positions at Deutsche Bank, NDB Bank, MARAC Finance, Westpac, ASB Bank and Apex Advice Group. As a Registered Financial Advice Provider, Sam has won numerous awards for his work and strives to bring his clients one step closer to financial freedom too.
Sam Kodi FSP78103
Financial Planning & Investment Specialist
Sam drives Sam Kodi’s strategic vision and as a Financial Adviser is the specialist in Financial Planning and Investment Advice. Sam is motivated by seeing you achieve financial goals you may never have thought possible.
OUR TEAM
The Experts
Andrew Blomfield
Mortgages & Loans Specialist
Andrew has over 16 years’ experience in banking and lending. When it comes to mortgage finance, there isn’t much he hasn’t seen and done. Andrew is solutions focused and aims to provide options that fit with your lifestyle.
Michele Blake
Insurance Specialist
Michele has been working in the insurance industry for over 10 years and specialises in personal insurances. A strong advocate for protecting what you’ve got and your future lifestyle, Michele’s goal is to keep you covered as well as being your support should you ever need to claim.
Client Support
Monika Singh
Client Relationship Officer
Every client deserves extra special care and Monika provides just that. Her goal is to support to you remain on track with your financial journey.
Telesia Lomano
Client Relationship Officer
We understand that dealing with your finances during standard working hours can be difficult. Telesia provides after hours support to keep you covered.
Office & Administration
Maria Oserio
Practice Manager
Ronalie Luna
Mortgage & Administration Support
GET IN TOUCH & START YOUR JOURNEY TO A HEALTHY FINANCIAL LIFE TODAY