Located in Whangarei’s CBD, our advisers have over 60 years combined experience in advising, trading and investing in our community.

With a passion for all things Northland, we are heavily involved in our community, from NZ Dairy Awards, Northland Hockey, local rugby, The Northland Foundation to other local, not-for-profit and charitable institutions. Our advisers partner with a wide range of clients, whether it is those new to investing or individuals with an already established portfolio, to create and implement wealth management plans that support their financial goals.

When not in the office, you can find us enjoying all our beautiful province has to offer.

Branch Address

1 Robert Street
Whangarei Central
Whangarei 0110

Postal Address

PO Box 573
Whangarei 0140


Fraser Brown

Investment Adviser and Area Manager

Nick Chapman

Investment Adviser

Scott Chapman

Investment Adviser

Heidi Findley

Investment Adviser

Brian Kerr

Investment Adviser

Mathew Stoddart

Investment Adviser

Our KiwiSaver, Superannuation & Savings Specialist Advisers


Yvonne Davie

Area Manager - Superannuation and Savings