Financial Advisers in Hamilton
Giving You Clarity and Confidence
If you're looking for a financial adviser in Hamilton, we provide clear, practical advice tailored to your situation.
Build a clear financial plan
Invest with confidence
Make smarter financial 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.
A Family-Run Financial Advisery Firm in Hamilton
We’re a father-and-son team focused on long-term relationships - not one-off transactions. Unlike large institutions, we offer personal, straightforward advice you can actually understand and 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.
Financial Planning in Hamilton
We help you create a structured financial plan that aligns your money with your long-term goals.
Investment Advice in Hamilton
A portfolio designed for growth, stability, and confidence - tailored to your situation.
KiwiSaver Advice in Hamilton
Make sure your KiwiSaver is working as part of your overall financial 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.
Financial Advisers Based in Hamilton, Working Across New Zealand
While we’re based in Hamilton, we work with clients across New Zealand via phone and video. Whether you’re local or elsewhere in NZ, our financial advisors provide clear, practical advice tailored to your situation.
