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

Help Your Teenager to Fly Financially

Help Your Teenager to Fly Financially

Teaching your teen about good money mind-sets and management is the easiest way to help them succeed (and not live at home forever!). People often lament that they were never taught how to manage their finances at school. No one teaches teenagers about how bad debt...

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Should You Go Direct to a Bank or Use a Mortgage Broker?

Should You Go Direct to a Bank or Use a Mortgage Broker?

What is better, a bank, or a mortgage broker? And, the most important question: which one will cost you more? A mortgage broker is the person who sits between you, and the bank. They are not lenders themselves, but instead act as a piggy-in-the-middle between you and...

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