We are a team of financial advisers based in West Auckland. In 2003, the company was founded by Gopal Sreenivasan. Gopal started advising clients around West Auckland, helping them reach their financial goals. Since then, the company has grown in size and boasts a clientele from all round the world. We have helped customers settle into New Zealand as well as overseas.
We offer financial advise and help customers meet their financial goals. We focus on helping our customers get the best advice around lending for properties (owner-occupied, rental and commercial), short-term lending and business loans. We also provide advice on general and risk insurances. Our service most importantly includes a optimal mortgage repayment plan for the future which ensures the customer is financially independent and is in a position to retire early through property investments.
"A bright future is a financially secure future." Our purpose is to see all our clients become financially independent and enter the investor environment. We want our clients to achieve their financial goals, whatever they may be, as soon as possible!
Additional information
We love our customers, so feel free to visit during normal business hours.
Open today | 09:00 am – 05:00 pm |
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