Clear Advice for Life’s Important Decisions
Our team is committed to walking alongside you through every stage of life, helping you grow, protect, and enjoy the future you’re building. Whether you’re planning for retirement, investing for long term success, protecting what you love, or navigating life’s unexpected moments, we guide you with clear advice, honest and genuine conversations, and continuous support.
Nigel Rukuwai
Financial Adviser
Insurance and Investment Specialist
Peta-Lee Buckley
Financial Adviser
Investment Specialist
Tara Beleski
Financial Adviser
Insurance Specialist
Our Services
KiwiSaver
Choosing the right KiwiSaver plan and fund to invest in will have a major impact on your future. Our advisers can show you how your current plan compares to other providers in the market and help you choose the right fund for your situation, as well as providing continued guidance through all stages of life. Weather that is buying your first home or planning for retirement, we want to ensure you feel confident about your future
Investments
Our experienced and qualified advisers can help guide you through the investment process. Your financial goals are unique, and your investment strategy should be too. We take the time to understand what’s important to you before recommending an investment solution tailored to your needs. Whether you’re building wealth for the future, planning for retirement, or creating financial security for your family, we’ll provide personalised advice and ongoing guidance to help you invest with confidence
Insurance
Life changes, and your insurance needs can change with it. That’s why we take the time to understand what’s important to you before recommending the right insurance solutions for your circumstances. Whether you’re protecting your family, your income, your business, or your assets, we’ll provide personalised advice and ongoing support. By staying in touch and helping you ensure you have the right cover in place, you can enjoy peace of mind knowing what matters most is protected
What our clients say
“This is my first experience with a broker and I wonder why I have never had one before. Rachael’s customer service is amazing and her tenacity is outstanding! HIGHLY recommend her and the team at The Smart Advice Collective!”
“I want you to know how much I appreciate the professional and caring service I receive from your staff at Amicus. I really enjoy working with you whether it is with our personal insurance or our business cover.”
“Last year I was diagnosed with a life threatening kidney tumor. Leading up to an operation nothing was a problem for Amy and Corey at Affinity + Co in Timaru. Their expertise and compassion was exemplary. Both of you are a country mile ahead of the rest.”
“Very impressed with Nigel and the team at Wealthpoint so far. Excellent, fair advice with a calm and professional approach. Very knowledgeable and being part of the Wealthpoint Co-operative nationally gives them access to well-researched funds and information.”
K Wood
“Nigel was prompt in getting back to my request for clarification about aspects of my insurance policy. Nigel was also quick to offer advice, followed up efficiently via email so that there was a record of the outcome and of our phone discussions. I believe in awarding credit where credit is due.”
J Moffitt
Simple, Clear, and Built Around You
- Free consultation with a local adviser - we get to know you, your situation, your goals and what is important to you
- We do the research for you, then we tailor a plan to suit you
- We present you with your options, ensuring our recommendation is clear, and in line with your goals
- Once you are happy to proceed we continue with applications
- We notify you with completion and then meet regularly for reviews
Get in touch
Email our support team today and we will get back to you, and direct your query to the relevant persons. Use the contact form or contact us directly.
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