Advisers

Meet our Advisers

Image of CEO John Killick

JOHN KILLICK

Chairman | Director|AFA, CFP(CM)

The noblest work I can do in this world is to advise people about how they can secure their financial futures.

Phone: (04) 939 4078
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SALLY KILLICK

DIRECTOR|AFA, CFP(CM)

I help clients to plan for life without work. Whether a planned retirement or an unplanned illness or accident. Providing financial security and peace of mind.

Phone: (04) 939 4078
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WARWICK WALKER

DIRECTOR|AFA, CFP(CM)

I help my clients design and align their personal and business plans to achieve their desired outcomes via appropriate strategies.

Phone: (027) 241 7729|(04) 918 4649
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STEVE BAKER

DIRECTOR|AFA

If we improve NZ’s financial literacy, we will be able to make smarter financial decisions, enabling financial freedom, less stress & more time with loved ones.

Phone: (027) 446 3900|(04) 918 4641
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DEAN BLAIR

DIRECTOR|AFA

Working alongside my clients to assist them to become financially fit. Together we create a game plan for your financial future.

Phone: (027) 451 7182 |049316237
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THIVAKAR PUSHPARAJ

REGISTERED FINANCIAL ADVISER

I help my clients push start their financial future. Together we create and implement a plan that allows them to reach their goals in life.

Phone: (021) 348 701|(04) 931 6234
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STEPHAN JAGERS

REGISTERED FINANCIAL ADVISER

I’m motivated helping my clients achieve dreams via planning their way through life’s turbulence to reach their desired outcomes.

Phone: (021) 633 885|(04) 918 4646
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ANNE BAKER

AUTHORISED FINANCIAL ADVISER

My passion is making a difference’ in people’s lives, by making financial planning easy to understand & reaching your goals is pain free as possible.

Phone: (027) 609 9949|(04) 472 3480
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CLARICE PARINAS

REGISTERED FINANCIAL ADVISER

I am driven by providing people, especially my fellow Filipinos, with the ability to gain cash control, have confidence in investing and provide certainty.

Phone: (021) 263 0530|(04) 939 2738
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IAN OWEN

REGISTERED FINANCIAL ADVISER

I specialise in working with Young Professionals who are interested in wealth creation. I work with my clients and educate them to reach their financial goals.

Phone: (022) 434 2156|(04) 931 6232
Financial Adviser

PAUL LOO

REGISTERED FINANCIAL ADVISER

I have a deep seeded passion to help leave a legacy of opportunities and abundance that last for generations and beyond.

Phone: (021) 225 5563
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Niraj Patel

REGISTERED FINANCIAL ADVISER

I have a commitment and passion to support my clients attain financial freedom and security, providing them peace of mind, authentic service and a long-lasting relationship.

Phone: 021 119 4435
Kunaal Sologar

Kunaal Sologar

REGISTERED FINANCIAL ADVISER

Life is like a journey, and where you end up is a combination of your vision and direction – what you want and how you’re getting there.

 

Phone: 022 0746 254|(04) 918 4659
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Joseph Williams

REGISTERED FINANCIAL ADVISER

My role as a Mortgage Adviser is to provide personalised tailored financial advice to cater to my client’s needs; be it in property investing or purchasing their first home.

 

 

Phone: (027) 4912837|(04) 918 4660
Tristan Cooper

Tristan Cooper

FINANCIAL ADVISER

My role is to help young professionals with wealth creation and growth through the creation of healthy financial habits, supporting them in achieving their short, medium and long term goals.

Phone: 022 0169 939
Stevie Warring

Stevie Waring

REGISTERED FINANCIAL ADVISER

My expertise is in working with young professionals, business owners and families – helping them to live planned and purposeful lives, protecting what is important to them.

 

Phone: 022 313 0986|(04) 918 4659
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Daniel Talbot

REGISTERED FINANCIAL ADVISER

The most rewarding work I can do is to understand what is important to those I work with and why.  Helping achieve their dreams or follow their passions by implementing plans & financial strategies.

Phone: (04) 939 2740|021 085 92259