Advice on small business| Investment advisor| Small Business Financial Advisor
0800 FIN FREE (346 3733)

To be an integral part of your financial journey throughout your life time.

There are plenty of financial advisers in New Zealand, but how many are born from a bone deep desire to help you live better?



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.


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.
09 576 7081
021 283 5065


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



“Sam’s approach is not about ‘doing a deal’ but seeks to form a partnership with you. Transparent communication is ongoing and Sam takes pride in helping his clients create a strong foundation for their future.”

F Ramos

“ Sam and his team were a huge help in realising our dreams and turn our focus to future possibilities. Sam’s financial advice helped us make some important decisions that will help us grow financially. We didn’t feel that we were pushed to make any decisions and Sam explained process quite patiently.  We would recommend Sam and his team any day. ”

SK, PK and Family