Our Gore branch has a team of highly experienced advisers and support staff who specialise in providing bespoke investment advice to individuals, companies, trusts and charities.
We have specialists in KiwiSaver, Investor Basics and Superannuation, and proudly run a number of investor education seminars.

Our team is committed to a positive client experience, focused on your investment objectives and setting sustainable goals. We combine a wealth of knowledge from our advisers with our firm's research expertise, resources and capabilities.

Branch Address

120 Main Street
Gore 9710

Postal Address

PO Box 317
Gore 9740


Simon Dennis

Area Manager

David Frame

Investment Adviser

Sam Grant

Investment Adviser

Our KiwiSaver, Superannuation & Savings Specialist Advisers


Yvonne Davie

Area Manager - Superannuation and Savings

Michael Newman

Investment Adviser - Superannuation and Savings