
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
The Advisory Team
The Admin Team

Kayley MacDonald
Client Manager

Elle Sannazzaro
Client Manager

Madison Magert
Client Manager

Julie Banks
Special Projects Analyst

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






