Meet The Team

Meet the Team

We’re your go-to solution for all your financial and lending needs, offering a wide range of services and connecting you with the right people to get your finances sorted.


The Leadership Team


Richard Banks

Managing Director

Mark de Groot-McKenzie

Head of Strategy and Partnerships

027 217 7892

Chad Weber

Head of Lending

021 192 7231

Adam Sleep

Head of Insurances

020 456 1793

Dave Lacy

Head of Operations

021 024 90750

The Advisory Team


Della Chen

Relationship Manager – Mortgages & Insurances

021 298 3806

Raymond Maree

Relationship Manager - Insurances

020 406 494 17

The Admin Team


Kayley MacDonald

Client Manager

Elle Sannazzaro

Client Manager

Madison Magert

Client Manager

Julie Banks

Special Projects Analyst

Image

Ready to get started?

We’re proud to be a local business based in the Greater Wellington region, servicing all of New Zealand. Our advisers can travel to you for an in-home meeting or arrange a virtual catch up for a quick and easy chat online.

We’re happy to work around your schedule, so feel free to book a time that works best for you.

Get in Touch