HELPING KIWIS TO DREAM BIGGER
NO. 1
ABOUT US
We offer tailored advice to help simplify your mortgage, insurance and KiwiSaver decisions.
With a focus on clear, outcome-driven solutions, we prioritize efficiency and transparent communication to ensure you get the best financial outcomes — without the complexity.
We work with clients and lenders all over New Zealand. Whether you’re in Auckland, Timaru or living the good life down in Stewart Island, we can help you with your financial goals.
NO. 2
MEET THE TEAM
People are at the heart of our business. Meet the team who drive our vision and philosophy forward.
Troy Clayton
Director / Financial Advisor
Has been in the finance game for 13 years working in Auckland, Sydney and London before returning home to the Eastern Bay of Plenty. Volunteer Fire Fighter. Going to be a girl Dad in May 2025. When not helping clients can be found losing golf balls and/or fishing tackle.
Lou Dymock
Project Manager
Lou has joined us after several years working in the US as a project manager for LeBron James’ sports media company. Her fastidiousness and attention to detail keeps us all on our toes. Sets an example with her high standards and thinking outside of the box. Away from her laptop she can be found having decadent picnics at the beach.
Taylor Clayton
President
Not a cone artist. Essentially a very expensive stress-ball. Part Lab, part Staffy, part-ial to taking up the whole couch.