About

"As a Company, we’re not interested in standing still. We want to grow. The way to do that is to help you."

Warren Borlase Financial Adviser I am an Authorised Financial Adviser. This means I have been authorised by the Financial Markets Authority (the government agency that monitors financial advisers) to provide financial adviser services. As an Authorised Financial Adviser, I am required to comply with the Code of Professional Conduct for Authorised Financial Advisers.

Make your money work for you. Successful investment decisions require knowledge of the markets and financials discipline to save. We can help with your investment decisions and help you grow your savings.

"You know the statistics, but you think (or hope) it won’t happen to you, only you can’t be sure.  Health and even life itself can be like a ticking time bomb – it can blow up at any time – with or no warning. " Investing wisely and putting in place the right insurances can help protect you from the full impact of such a shock.

Several of our recent clients were asked to submit a testimonial letter. All the testimonial letters submitted back to us have been published with approval, and necessary changes for anonymity.

Our Services

We provide a range of services to new and existing clients.

Key person & protection

Life & Trauma Insurance

KiwiSaver

Fire & General Insurance

Medical Insurance

Income Protection

Mortgage Protection