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Company Values


  • Individual 
  • Team
  • Client
  • Company


  • We are authentic, genuine and we believe in what we do. 
  • Our clients know that we will always act with their best interests at heart.
  • We communicate with openness and honesty. 


Our Clients 

  • We treat our clients with understanding, compassion, helpfulness and consistency

Our Team  

  • We respect our peers for who they are, their qualities and our shared environment

Our Selves 

  • To be the best we can be, we must treat ourselves with care, compassion and kindness. 

Our Responsibility

  • Our clients have put us in a position of trust and that is something that we never take for granted.  

Our Community 

  • We care about helping all Kiwi’s reach their financial goals. We take action in our community to spread the word and support local businesses, charities and schools.


  • We enthusiastically and positively love what we do! Our passion is contagious and our clients want to part of it. That’s why they enjoy their experience and recommend us to friends and family. 

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