Are you at the bottom of the South Island or the top of the North? Lucky we have ways of communicating with anyone, anywhere.
This part of the process is having an honest conversation about what your goals are. We strive to learn everything we can to be able to do our best to help you.

This is the nitty gritty part of gathering information that supports your application. Essentially, we will discuss your current situation further to get a numerical understanding of your life and look at viable options to achieve your goal.
We can reassure you that we will guide you through this process methodically and clearly, and that we will make it as straightforward as possible.

With our two previous steps, we now have everything we need and take the wheel from here.
Relax and focus on you, while we do the hard work for you. We will use the financial products we have agreed on together to process your application and get you the best results we can to achieve your goals and what you want and need.