Money conversations can feel daunting, but they’re the first step toward building a secure future for yourself, your family, or your business. We’ll collaborate with you to design a practical financial plan aligned with your unique goals—and stay by your side as your trusted partner every step of the way.
Unlock your financial potential with personalized guidance from OnPoint Advice. We craft tailored plans to help you achieve your unique goals and aspirations, ensuring you're on the right path to financial success.
Protect the things that matter most with OnPoint Advice. Our expert team sources the best insurance solutions to safeguard your family, health, and income, giving you peace of mind and financial security.
Maximize your retirement savings with expert KiwiSaver advice from OnPoint Advice. We help you choose the perfect KiwiSaver plan to suit your needs, ensuring you're building a strong financial foundation for the future.
Safeguard your business from unexpected challenges with OnPoint Advice. Our comprehensive insurance solutions protect your income, staff, assets, and more, providing you with confidence and security in your business operations.
Take your business to the next level with OnPoint Advice. Whether you need extra cash flow or funding for new assets, we can help you secure the right business loan to support your growth and ambitions.
Ensure you're getting the most from your ACC levies with a thorough review from OnPoint Advice. We help you optimize your coverage to maximize your benefits and protection, ensuring you're well-prepared for any situation.
Think of us as your dedicated financial ally. We combine friendly, approachable guidance with decades of expertise to help you simplify complexity, build confidence, gain clarity on investments, KiwiSaver, insurance, and tax strategies and ultimately secure your families legacy.
