Start taking control of your money and build a path to financial freedom

Your free discovery meeting is your chance to explore your finances, goals, and priorities with a qualified financial advisor and get clear on your direction.

Why it's valuable:

Gain clarity on your current financial position

Understand the strategies that could support your goals

Learn about our investment approach and how we work with clients

Decide if professional financial advice is right for you

In your discovery meeting, we’ll:

Discuss your income, expenses, assets, and liabilities

Identify your short and long-term financial priorities

Talk through your comfort with risk and investing

Introduce you to a range of investment solutions aligned to your goals

"We come from very modest beginnings, and we’ve achieved way more than we ever thought we’d ever be able to and that’s full credit to the people who we surround ourselves with."
Alan Cooke, Tauranga
Michelle and Alan sitting in their kitchen

Set yourself up for less stress, more certainty.

Talk to one of our qualified financial advisors today.

Free initial consultation No obligation Simple and easy to get started