Advice on small business| Investment advisor| Small Business Financial Advisor

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

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

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.

Glenn Wheeler

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.

OUR PARTNERS

Our network covers a wide range of complementary business, legal and financial services and financial product providers:

  • 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 

TESTIMONIALS

“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