"As an independent advisory service, we don't work for a fund manager or large corporation - we are dedicated solely to our clients.We are confident our tailor-made plans and investment strategies offer you the best chance of being financially independent.Work with one adviser, receive the experience of many...Because we are a co-operative, when you work with our advisers, you’re not just dealing with an employee – you’re talking directly with an owner and director of the company.Understand exactly what your options are and what needs to be done – we believe transparency around your financial situation and options is vital to good decision making, so we leave financial jargon at the door."
Address: 14 Hamurana Rd, Omokoroa 3172, New Zealand
Phone: 0274 149 731
State: Bay Of Plenty
City: Omokoroa
Zip Code: 3172
Opening Hours
Monday: 9:00 AM – 3:00 PM
Tuesday: 9:00 AM – 3:00 PMWednesday: 9:00 AM – 3:00 PM
Thursday: 9:00 AM – 3:00 PM
Friday: 9:00 AM – 3:00 PM
Saturday: Closed
Sunday: Closed
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