Looking for advice? Book some time right now!
We are largely a no-cost service to you, talking to an adviser does not cost you anything and there is no obligation to take our advice. Though we like to think we know what we are talking about, and our clients tell us so. While our first meeting is at no cost to you, we do have both commission (no additional cost to you) and fee for service options with our service to you.
What we do know is when you don't get the right advice, this stuff, often doesn't work in the way you expect it. Getting good advice is critical when you really need to rely on it.
Advice specific to your situation, called personal advice, needs some detail about you and your situation to both be accurate and useful for you. If you are looking for general information, then the Insurance and Blog Sections above are a useful place to start to gain an understanding of what you may want further advice on.
If you are looking for advice specific to your personal or business situation, the most efficient way to get this, is to book time, just for you, with one of our advisers
You can schedule time with an adviser, either in person, by phone or zoom meeting, to discuss your situation and answer your questions.
We do Zoom and Face to Face Meetings
There is more information on how to use this booking system below.
We appreciate that every situation is unique and may require some technical details to be covered. We want to ensure you have the time allocated to cover this. Also, we understand that you could be on the website at an unusual time of the day (when we're not working) or advisers are already talking to or with other clients.
Select your time in the scheduling tool above to directly book an appointment with Jon-Paul or Kristin. The booking system requires a valid mobile phone number and email address to complete your appointment booking.
- For a phone appointment, please leave the Phone in the location box, and we will call you.
- If you'd like to have a Zoom meeting, please leave Zoom in the location box; we include a Zoom link in the confirmation.
- For a face-to-face meeting, please leave Cafe in the location box or enter your preferred address. Cafe Hours for meetings are 9 am to 2 pm on weekdays
Our local cafe is Willow Cafe on Tawa Drive; There is no link to us, just a happy coincidence with the location.
If in the Auckland area and other appointments permitting, meeting at another location is possible.
Expect a call from us to confirm details in this case.
Alternatively, Contact Us with an email and we'll respond as soon as we can.
We get annoyed with spam too, we will only use your email address for our interactions and it will not be passed to a third party or used to spam you with messages, though if you become a client we will add you to our quarterly email newsletter.