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SMA-people4We are a comprehensive financial planning business and we are PASSIONATE about helping Kiwis to achieve their goals in life.

Financial freedom isn’t about having lots of money and lots of possessions – it is about having lots of CHOICES and the POWER to make them.

We are not aligned or affiliated with any investment, insurance or mortgage company. We do not have quotas to fill for any product recommendations that we choose to recommend to our clients.

We have chosen to set up our business in this way, so that we are ALL ABOUT providing the BEST ADVICE for our clients.