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



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?


“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


Insurance Through Life

Insurance Through Life

Insurance has a role to play in most stages of our lives. But what we need when we’re young can be quite different to what’s required as an older person. Here’s a rough guide to what to think about, and when. Childhood and teenage years Most young people have...

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Insurance When It Counts

Insurance When It Counts

Insurance is one of the few things in life that you hope you will never really have to use. We pay premiums year after year for the peace of mind of knowing that we’ll be covered should the worst happen – but also crossing our fingers that we never really have to find...

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