About us

Get to know us

Get to know the father and daughter duo who will help you get the finance you need to make your dreams come true.

 
 

When we say that we care about our clients, we truly mean it. We want to see you achieve your goals and are honoured to be on this journey with you. We’re a family-owned and operated business that wants to you thrive.

When you work with us you will always be dealing with Mike or Kirsten, giving you consistency in service and confidence that you can call on us whenever you need.

  • We work as your personal bank manager however we’re not a bank nor are we owned one. We are proudly owner-operated and work for you. This means that we can find a finance option that is tailored to your individual needs, and not a one size fits all approach.

    We’re in this with you for the long haul and will stay in touch after we’ve got your finances sorted. This means that if your circumstances change, or new opportunities arise, you can call on us.

Here to help

Say hello to your team

Meet Mike Wong

It’s safe to say that Mike has been doing this for quite some time. In fact, he’s been in the financial services industry for over 45 years!

Email Mike 

  • Mike Wong is well-known in the finance industry and for good reason. He’s a people person who genuinely loves to help and takes interest in what his clients want to achieve.

    “I enjoy helping people from all walks of life. Whether they need personal finance, starting a new business or growing an existing one, investing or developing property - I love helping them along their way to achieve their goals.” Mike Wong, Certified Financial Advisor


    As a member of the NZFSG (New Zealand Financial Services Group) Mike is well connected with others in this industry and holds a Level 5 New Zealand Certificate in Financial Services.


    Mike started his career working in finance in Fiji, and continued on this path after immigrating to New Zealand in the 1980’s. After many years working for a leading financial institution, Mike started his own business as an independent financial advisor in 2004. He saw the potential to change how people connect with their financial advisors and receive more personalised service.

    Having come from humble beginnings, Mike is big on giving back and supporting young people. His Fijian roots are important to him and he’s very involved in the New Zealand Fijian community, supporting local sports teams, cultural celebrations and providing support to people here and in Fiji. He’s also a regular at the popular Dragons Restaurant in Wellington.

    Family is important to Mike and he is proud to work alongside his daughter Kirsten.

 

Meet Kirsten Wong

Kirsten is the friendly face that greets you when you arrive at our office and is our client liaison.

Email Kirsten  

  • Kirsten is following in her dad’s footsteps and is currently studying to become a qualified financial advisor.
    This means that whilst she is not able to give advice just yet, she’ll still be part of your journey. Just like Mike, Kirsten is a people person and loves to talk with clients and make the process of getting their finance sorted easy.
    She particularly enjoys working with first home buyers who are just starting out and entering the world of property and finance.

    When going through the process of sorting your loan or insurance, Kirsten will be with you at every step of the way. She’ll take care of all the administrative tasks and ensure Mike has everything he needs for your application. She’s also there to answer any questions you may have along the way.

    People often have a favourite saying and Kirsten’s is this

    “Don’t focus on worldly things, focus on high things like helping people”
    - this is a philosophy that she applies to her work and life every day.

Our promise is that we will…

 
 

Find the right deal for you

We compare 20+ banks and lenders to find the right option for you. Leave it to us to negotiate discounts and terms that best suit your needs. We do all of this at no cost to you because it’s the lender you choose who pays us.

 

Save you time

We’ll use our expertise to compare the market for you. We’ll do the research and the legwork to submit your application, so you don’t need to.

 
 
 

Keep it simple

We’ll explain everything simply, minus the jargon.

 

Help you get covered

We’ll connect you with the right insurance provider for your home and contents, as well as life insurance and income protection.
It’s all part of the service.

 
 
 

Help you grow

We’ll work with you to put together a plan for your future. It’s all about helping you towards your goals and providing solutions to point you in the right direction.