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.


p. +64 9 412 5844

post. PO Box 604, Kumeu,
Auckland 0841, New Zealand

location. MAP

Simon Stredder
Simon Stredder
Director & Financial Adviser

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 Doyle
Jennifer Doyle
Office Manager

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.

How we create your bespoke financial plan

We’ll talk about your goals and whether we can help you achieve them. We’ll ask you about your objectives, values and financial situation so we can determine timeframes and commitments.
We present a detailed plan to help you achieve your goals, and talk it through with you to ensure you can use it to make the most informed decisions. We listen to your concerns and revise our recommendations as needed.
Together we’ll formulate a plan to carry out these recommendations, and either make the arrangements or coordinate these with you and your other professional advisers.
Check in
In our initial progress meeting (within three to six months), we’ll talk you through how to understand the six monthly reports we send you.
Regular progress
We’ll monitor your ongoing progress and review and adjust your plan as your life changes.