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 To Avoid Overspending This Christmas

How To Avoid Overspending This Christmas

That’s not sleigh bells you hear jingling, it’s the last few coins rattling around in your piggybank. Christmas, the most marvellous time of the year. Everyone is stressed out and tired, counting down the days until they can sleep in. Family are planning to visit,...

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Breaking Bad Money Habits That Make You Poor

Breaking Bad Money Habits That Make You Poor

Always broke? Never really know how much money you really have, or understand where your money has gone? It’s an easy problem to fix with these six steps. For many people, sticking their head in the proverbial sand is their preferred method of money management....

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