1) Research based recommendations
We purchase independent research from four sources to support our written investment or life insurance recommendations.

2) Unbiased advice
We put the clients best interest first by having no commitments, obligations or tied relationships with any ‘financial product provider’ such as a fund manager, life insurance company or financial institution.

3) Wealth of Experience
Gary is an Authorised Financial Adviser with over four decades of experience – in addition to being
one of only 30 – NZQA Accredited KiwiSaver Advisers in NZ.