To be an integral part of your financial journey throughout your life time.
As an award-winning, recognised leader in financial planning and advice in Auckland, NZ, we utilise our extensive partner network to provide you with complete financial solutions best suited to your needs and goals.
Financial Planning & Investment Specialist
Sam drives Sam Kodi’s strategic vision and as an Authorised 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.
Financial Planning & Business Specialist
Glenn specialises in financial advice for SME business owners. As an authorised financial adviser with over 30 years’ experience in the finance industry, Glenn’s goal is to ensure that your business and personal wealth is protected and growing.
- Accountancy (business, personal and tax advice)
- Business Advisory (strategy, marketing and business coaching)
- KiwiSaver investment funds
- Estate Planning (wills, trusts and enduring powers of attorney)
- Insurance (business, general and personal)
- Legal (shareholder agreements, leasing and conveyancing)
- Real estate (buying, selling and investing)
- Succession Planning
& START YOUR FINANCIAL PLAN