Financial advice with a difference
We are Registered Financial Advisers who work with you to achieve your financial goals. We put our customers first and have a wealth of experience in securing mortgages and loans to finance your future.
Excellent knowledge, excellent customer service. We have been dealing with Gene for many years as we have built up our property portfolio... We trust his expertise and knowledge, he is extremely solutions focused and thinks outside of the square, which saves you money and makes you money.
- Natalie M.
Gene made our family's kiwi dream come true! He is the kindest, most thorough, integrity driven person, I have ever dealt with in my life. Thanks Gene, you are a scholar and a gentleman!
- Deon N.