We focus on Solutions.

“Problems are something that every one of us faces. They are part of life.

But, here’s the beautiful thing; for every problem that exists, there is a solution. We merely have to be willing to find it, create it, and implement it.”

  • Jess McManus

    Financial Adviser & Operations Manager

    Qualifications - BCom (International Business and Marketing), NZ National Certificate in Financial Services: Core, Life Insurance, Investments.

    Jess is hugely passionate about helping people get ahead financially, and understand the complex world of insurance. Jess also has a financial education platform called Ducks in a Row which shares knowledge & info about all things money related.

  • Kevin Smee

    Director, Financial Adviser

    Qualifications - NZ National Certificate in Financial Services: Core and Life Insurance Strand, Trusted Adviser Certification (Financial Advice NZ)

    With over 30 years in the world of Insurance, Kevin’s industry credibility is second to none. Bringing a wealth of knowledge, experience, and leadership to the team - Kevin has built his success by going the extra mile for all his clients.

  • Luke Smee

    Financial Adviser, ACC + KiwiSaver

    Qualifications - BCom (Commercial Law and Marketing), NZ National Certificate in Financial Services: Core, Life Insurance, Mortgages & Investments

    Luke’s aspiration is to educate New Zealanders about growing and protecting their most important assets. He mainly works with small to medium size business owners, and young families who need holistic, practical advice.

  • Kym Grant

    Client Support Specialist

    With an extensive Insurance background, Kym is our in-house claims specialist and helps with our client queries and assistance. She is an integral part of our team and goes the extra mile each and every day.

    She is often the friendly voice at the end of the phone when you call our office, and loves working in this industry and impacting people’s lives in a positive way.