Helping you make the retirement of your dreams a reality

Invested in you having a successful future.

Less Risk

More Control

Greater Certainty

Hi I’m John & I’m not your average investment adviser.

Having been in the business for over 30 years, working for top investment firms, being named investment adviser of the year in 2016.

My passion is helping my clients through the experience of working with me.

I’m in the business of making work optional. Life does not end when you hit 65, for many life just starts to begin!

It’s having the choice to work or not. Would you like that choice?

Don’t just take it from me.

“I got to know John whilst working with him in developing his company’s brand principles to strengthen the emotional connectedness with his clients. During this period, I gained a deep understanding of John’s ethics and strong desire to help people both through the good times and the bad times.
His strongest desire is to make a tangible difference for his clients and future generations of their family. John has a strong sense of family, he believes strongly in wanting to contribute back to the community.
I can honestly say I have not met a financial adviser where money is not the financial driver for him, it’s much more personal, it’s about making a difference. I’d recommend anyone who wants certainty in their financial investments – talk to John.”

Michael Major BA (Hons) MDM

Property Development Consultant, Future Proofing Strategist

“John is the consummate professional in the Financial Planning and Investment sector. He has walked the talk, having successfully grown and lead businesses to achieve dramatic results. Through it all, he has helped people reach their personal and professional goals and engages with them comprehensively to ensure they achieve what they need to.

There’s no nonsense with John – if you want to succeed, he will help you do it and in doing so, you will meet and be assisted by one of the nicest and most professional people I know, who also lives by a set of principles steeped in integrity. A hard thing to find these days!

I strongly recommend you contact John and get to know him. You won’t regret it.”

Warren Cummins

Managing Director, Dale Carnegie Auckland and BRS Management

“I have known for some time now as part of my business networking group. From the start I have been impressed by John’s professionalism and his knowledge base. John takes what he does seriously and is quite clearly very dedicated to serving his clients well.

I have no trouble recommending him to anyone in need of sound financial advice.”

Rory Laubscher

Corporate Photography Specialist Firefly Photography

I Can Support You With

Wealth Diversification

Retirement Success

Legacy Planning

3 Reasons You Need An Adviser

An adviser keeps your investment plan on track

People that work with an adviser are more than twice as likely to be on track in saving for their retirement than those that are doing it for themselves. Advisers have the skills and experience to tailor a plan for your needs – making the most out of your investment.

*Data from a US survey from John Hancock

An adviser does much more than invest your money
Advisers can help you with a wide range of financial tasks, including; rebalancing your investments, tax planning, estate planning, long-term care planning, and even spending strategies. Advisers are specialists – working with an adviser on these tasks will save you time and money.
An adviser saves you time and stress
You’re busy right?! Researching the right investments and then managing these investments requires a lot of energy and time. An adviser already has a sound knowledge of investment matters and can help you find the right solution for your needs, so that you have more time to do the things you love.

Learn from John

Estate planning and investments

Business owners finding their way back to WHY

Active versus Passive investment

Follow the money

Our Consultative Wealth Management Process

When you work with me – we use my proven 5 step system.

The Good, The Bad & The Ugly About Investments