Our Team

OUR STORY

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 ADVISERS

Sam Kodi FSP78103

Financial Planning & Investment Specialist

 

OUR SUPPORT TEAM

Maria Oserio

Maria Oserio

Practice Manager

Michele Blake

Michele Blake

Manager - Insurance and Planning

Andrew Blomfield

Andrew Blomfield

Mortgage Specialist

Ronalie Luna

Ronalie Luna

Personal Assistant to Sam Kodi

Monika Singh

Monika Singh

Relationship Officer

Febe Valle

Febe Valle

Paraplanner