Financial advice for families and professionals who want clarity and confidence.
Build a clear plan.
Invest with confidence.
Make smarter decisions.
Not sure if you’re on track?
You’re earning well, but your money isn’t working as hard as it could
Your investments or KiwiSaver feel scattered
You want to retire comfortably, but aren’t sure you’re on track
We give you a clear plan - so you know exactly where you stand and what to do next.
We’re a family-run business focused on long-term relationships not one-off conversations.
We take the time to understand your situation and give clear, practical advice you can act on.
No pressure • No jargon • Just clear next steps
Meet the Team
We’re a father-and-son team helping people make confident, informed financial decisions.
Luke McKenzie
Senior Adviser, Certified Financial Planner (CFP)
Luke specialises in financial planning and investment strategy, helping clients build clear, structured plans that support both their current lifestyle and long-term goals.
With over 20 years of experience, he is known for his ability to simplify complex financial decisions and provide practical, easy-to-understand advice. In addition to his CFP accreditation, Luke has expertise in the transfer of UK pensions to New Zealand QROPS schemes.
Outside of work, Luke enjoys gardening, stand-up comedy, and the occasional round of golf.
Reid McKenzie
Financial Adviser, BMS (hons.) & NZ Cert. Financial Services Level 5
Reid focuses on investments and KiwiSaver advice, helping clients bring clarity and structure to their financial position.
He takes a practical, straightforward approach, breaking down complex ideas and providing clear, actionable guidance that clients can feel confident implementing. Reid holds a BMS (Hons) and NZ Certificate in Financial Services Level 5.
Outside of work, Reid enjoys staying active with indoor bouldering and spending time with family.
How we help
Financial Planning
A structured plan that aligns your money with your long-term goals.
Investment Advice
A portfolio designed for growth, stability, and confidence.
KiwiSaver Advice
Make sure your KiwiSaver is working as part of your overall strategy.
Start with a simple conversation
In 15 minutes, we’ll understand your situation and map out your next steps.
No pressure. No commitment. Just clarity.
