Testimonials
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“Your friendly and reliable advice has meant that we as a family are now secure for any eventuality and with peace of mind that your expertise is only a phone call away.”
Deborah & Craig P
“James helped us put an investment plan in place to help us achieve our retirement goals... We now feel more confident about our future.”
Barbara & Nigel W
“James took the time to understand what was important to us, helped us better understand the different strategies available, then tailored a KiwiSaver plan to help us achieve our retirement goals. Excellent service and advice”.
Dierdre & Bruce G
“Their advice process is unique, James helped me to align my finances with what is truly important to me”.
Jessica G