Contact Us .
Local and rural: Our head office is based in Kumeu but we also have private meeting rooms in Newmarket.
Alternatively, we can arrange remote meetings.
post. PO Box 604, Kumeu,
Auckland 0841, New Zealand
location. MAP
A CFPCM committed to a professional advice model, integrity and independence, Simon advises family offices, charitable foundations and trusts, and those seeking retirement planning.
Jennifer ensures our clients receive friendly service and quick answers to their day-to-day questions, while providing paraplanning and research support to our advisers.