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
With a career in financial markets spanning close to three decades, Simon’s comprehensive financial planning process focuses on investment strategy, portfolio construction and retirement adequacy 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.