Arranging investments, loans, insurance and pension products.

I am a financial advisor with a focus on complex wealth management. I save my clients time, money and stress with products such as insurance, loans and investments. My specialty is just the appreciation of my clients' savings. If you want an advisor who is fair and transparent, just write and we can start working together.

We provide the services of an investment broker and independent insurance broker. We offer property and life insurance, investments, superannuation, building society savings and mortgage loans.

We are a team of experts who will guide you through the capital market. We have been successfully operating in the investment world for over a decade and have experience in a range of financial sectors. We believe that knowing how the equity market works (and how to go about investing yourself) should be part of basic financial literacy.

I offer financial advice. In personal brief meetings, we go over their current insurance protection needs and how to set aside money that needs to be targeted. A customized financial plan can be developed.

Financial audit and financial plan, pension audit and pension plan, real estate sales, real estate appraisal for probate, home mortgage, cash protection, life insurance, property insurance.

Advising on financial strategy and the conversion of an NZ to the legal form of a limited company. Conversion of a medical practice to a limited company. We also deal with banking and marketing.

Provision of insurance brokerage services. Focus on business insurance and liquidation.

Offering business, financial, organizational and economic consultant services. We provide consultancy services for all situations of an organization's life cycle, dealing with strategic projects and supporting management in operational management. We prepare transformation plans.

Offering consulting and training in finance and financial risk management. Providing risk measurement and control for financial or non-financial institutions or seminars in finance for specialists and managers. Provision of software to automate market and operational risk tasks.

Auto insurance, accident and life insurance, property insurance, travel insurance, business insurance. Building savings, supplementary pension insurance. Mortgages, loans, refinancing. Investments in precious metals and for small savers. Sale of gold and silver coins.

Nowadays, time is of the essence. For my clients, I take all the contract worries on myself to make everything work properly. Financial and property advice. Comprehensive financial advice. Real estate and property assistance.

We represent clients in arranging mortgages, insurance and selecting suitable investments. Getting your personal and family finances right means taking a close look at all areas of your life. Setting priorities and then dealing with the optimal combination of financial products and their selection.

Provision of economic, financial and organizational consulting. Offering comprehensive advice on mergers and acquisitions.