Why Us

We're here to help.

Our business intentions are to keep things simple. We’re always here to help whenever you need us. We can think “outside the square” and generally can find a way forward to help find a solution to match your needs. Let us show you how we can achieve this. 

In the process we will also enhance your own financial skills.


Alex and Lee are skilled and qualified in finance with over 60 years combined financial experience.

Our Service is Free

The good news for our customers it is the banks, insurance companies and other product providers who pay us for the service we offer you. we get paid when we find a positive solution for you.

Skilled Negotiators

We can collect the right information required, present it to the most suitable product providers and negotiate the best outcome for our client. We understand all the terms needed to be satisfied for the providers to give a positive reply.


If ever there is an urgent request or emergency, we can be reached 7 days a week.


We can help you over the phone, face to face or online depending on what suites you best.


We are your local advisors with a spacious office located at 70 Fox St, Invercargill next to The Electric Motor Vehicle Company on the corder of Dee St. If for any reason if you cannot visit us, we can come to you or process your application online via Zoom. We offer a nationwide service.


We are Financial Advice Providers registered and audited by the FMA. We are always up to date with all the latest requirements and policies imposed by the banks, insurance companies and other possible providers. We take this complex information and processes and make them simple for our clients.

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