ABOUT US
It may surprise you to learn that the reason our founder Sam Kodi is so passionate about the world of finance is because he knows first-hand what it is like to be without. Growing up in Sri Lanka on the wrong side of the financial divide instilled in Sam a bone deep desire to break free and achieve financial freedom. Now, after more than 25 years in the finance industry, Sam brings that same ethos to Sam Kodi, where our team constantly strives to build a healthy financial life for all our clients.
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.
OUR TEAM
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.
Glenn Wheeler FSP152264
Financial Planning & Business Specialist
Glenn specialises in financial advice for SME business owners. As a 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.
OUR SUPPORT TEAM
Maria Oserio
Michele Blake
Monika Singh
OUR PARTNERS
- 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