Financial advisor Auckland | Financial Management | Financial planning

Build the healthy financial life you want with Attentive, Transparent & Strategic financial planning & investment advice.

“The power to change your life lies in the simplest of steps”
Steve Maraboli

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SAM KODI

Is your award winning financial expert & adviser providing you with financial planning, advice, wealth management and support.

Live the life you want now and in the future

Provide for and protect your family

Provide for and protect your family

Protect your business and your interests in it

To build the healthy financial life you want involves six elements…
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Are you on track to create the healthy financial life you want?

TESTIMONIALS

“Sam and his A-team we’re amazing to deal with every step of the way making something potentially painful a breeze!

Thanks again Sam and team, you are amazing.”

Dan Hesson The Hesson Family Trust

“With Sam an his super team, it is not all about the business. If you are looking to secure your financial future, then you will not regret giving Sam and his team a call and setting up an appointment.”

Shohan Wimalaratne

“IN THE GREEN” LATEST ARTICLES

How Much Debt is Too Much?

How Much Debt is Too Much?

Debt is a part of life for most people. Mortgages, car loans, personal loans, even store credit at the local dairy. But how much debt is too much? When you’re doing your home budget, applying for a mortgage or making financial decisions, debt is a big part of the...

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