Do It Yourself
0800 FIN FREE (346 3733)



The financial services sector is highly fragmented with different kinds of professionals offering a wide range of products and services.

Sorting personal and business finances can be complex. We have taken away some of that complexity by creating our own network of complementary services who can provide any additional advice or service that we identify you need but we are not authorised or qualified to provide ourselves. And because we have a great relationship with these professionals, you can be sure that we are all working together to deliver you the best overall financial solutions.


We can help you find a provider that specialises in House, Car & Contents insurance for people who want the personal service of an adviser, combined with a quick and easy digital application process to be able to quote and issue your policy in a matter of minutes.

Our referral partners can tailor your insurance to meet your individual needs, provide competitive quotes along with market leading policy wordings.


Kiwisaver Scheme

It is so important to choose the right scheme provider. How do you choose the right one? If you do not choose one, IRD will allocate you to a default provider, but it is simple enough to change it later.

You can conduct research into each provider and make decisions based upon their past performance of their funds and the types of investments they make. If you are not confident and do not really know what you are looking for, then give Sam Kodi a call.

Simple Wills

A Will enables you to determine which people and/or organisations will receive your assets when you pass away, as well as who will manage this process. 

A Will also allows you to make other specific directions, such as the appointment of guardians for your children. A Will can save considerable time and cost with the administration of your estate, and can also provide assurance to your family and friends that your assets are being dealt with as you would have wished.

Business Loans

We will help you find a provider that offers a no-nonsense approach to business funding – with business loans of up to $300,000 available to support any plans or opportunities that arise for your business in 2021.

Say haere rā to tedious forms. Kiss good bye to drawn-out processes. We know every moment counts, so we can arrange funding in as little as 24 hours. Yep, that’s right, you may never need to dip into your personal finances again (or borrow from your rich uncle).

“We knew how to earn money and how to spend it, but when it comes to financial planning we have no clue. What really impressed us was the way Sam took the time to get a feeling for where we are at! His depth of knowledge, lateral thinking, and his common sense approach impressed us.”

Nimali P