Your Financial Adviser
M: 027 444 7449
KiwiSaver
"I didn't know there were KiwiSaver options that offered more than just investment returns. Juanita recommended a fund that comes with features that give me real peace of mind - like built-in protection during market downturns and even coverage of my KiwiSaver contributions if I'm ever out of work. It's reassuring to know that my retirement savings are looked after no matter what life throws my way!"
- Jan W., Wellington
Mortgage
"As a first-home buyer, I was overwhelmed by all the options — but Juanita made everything simple and clear. They helped me secure a great rate, explained every step, and made sure the structure was right for my long-term goals. I felt supported the whole way through and couldn’t be happier with the result!"
— Sarah T., Christchurch
Insurance
"Insurance was something I’d been putting off for years, but Juanita made it easy. She helped me set up life, trauma, and health cover that actually fits my needs and budget. I now feel confident knowing my family is protected no matter what. I wish I’d done this sooner!"
— James W., Auckland
