Guided by values. Driven by goals. Focused on your family’s future.

I'd like to extend my sincere thanks to Courtney for the unwavering support and professionalism shown throughout our journey. From our very first face to face consultation, Courtney has been a consistent and reassuring presence.

Since coming onboard, I’ve navigated numerous life events, and Courtney has helped me through each one with care, clarity and great effect. I truly appreciate the dedication and I’m looking forward to continuing our collaboration in the years ahead.

Hayley

From the very beginning, Courtney has been welcoming, accommodating and incredibly supportive. The services and advice provided have made a real difference in helping us manage and improve our financials. Since working together, Courtney has consistently gone above and beyond, offering guidance that’s not only practical but genuinely impactful.

We now have a clear financial life plan in place, along with a well defined strategy for allocating our surplus cashflow – ensuring our money is working as hard as possible for us. A big thanks to Courtney – your dedication and expertise are truly appreciated. Keep up the great mahi (work)!

Rangipipi

A big thanks to Courtney, he’s been absolutely fantastic in making sure my money is working for me. Beyond investment advice, Courtney has helped me build a strong financial foundation through a number of important risk management strategies.

Together, we’ve established a solid emergency savings buffer, reviewed and implemented personal insurance cover and put in place comprehensive Wills and estate planning. His guidance has been clear, practical and genuinely empowering. I really appreciate the support and expertise!

Curtis