Financial advice that gives you clarity, confidence, and a clear plan.
With over 20 years of experience helping New Zealand families and professionals make confident, well-informed financial decisions.
Our Approach
Advice built around you - not a template.
We believe good financial advice should feel straightforward and personal.
It starts with understanding what matters to you - your goals, your concerns, and where you want to be long term. From there, we build a clear plan to help you move forward with confidence.
No jargon. No one-size-fits-all strategies. Just practical advice you can act on.
Trusted by professionals and families across New Zealand.
Why We Do What We Do
Because money decisions shouldn’t feel overwhelming.
Many people come to us feeling unsure if they’re on the right track.
They might be earning well but not seeing progress, feel unsure about their investments, or wondering if they’ll be able to retire comfortably.
We’re here to change that.
Our role is to simplify the complex, bring structure to your finances, and give you clarity about what to do next.
A Long-Term Partnership
We’re here for the long run.
As a family-run business, we focus on building long-term relationships - not one-off conversations.
We take the time to understand your situation properly and provide advice that evolves with you over time. Whether you’re just getting started or refining an existing plan, we’re here to support you at every stage.
That means regular check-ins, adjustments as your life changes, and ongoing support - so you’re never left wondering what to do next.
As a small, independent firm, we’re able to give genuinely personalised advice - without the layers, sales targets, or product push you might find elsewhere.
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.
Get clarity on your next steps
In 15 minutes, we’ll understand your situation and map out your next steps.
No pressure. No commitment. Just clarity.
