Peter O’Rourke

Peter is a Financial Adviser with over 30 years of experience in the banking and financial services industry. Peter’s passion lies in helping clients realise their financial aspirations. By delving into their current situations and taking the time to understand...

Derek Blank

Derek has spent the last 20 years working in the financial services industry in a variety of roles, ranging from product development, customer services, and sales to providing financial advice. His experience provides a unique insight into developing plans for clients...

Janani Baskaran

Janani (also known as Jay) started working in the Financial Advice space in 2019 and has since remained passionate about helping her clients achieve their financial goals. Her experience stems from the Banking and Financial services sector with a primary focus on...

Nick Babbar

Nick is a qualified financial adviser providing advice in wealth management and investments and has worked in the financial services industry for many years. Nick is passionate about helping clients with their investments, particularly with their KiwiSaver...

Emily Owens

Emily thrives on helping our clients understand and manage their investments. Whatever situation you are in, Emily helps to break down investment jargon and identify simple ways to save and invest towards the future you want. Emily has over 16 years of experience in...