Happy clients

Kiwis not getting their free Kiwisaver money from the government each year

An average client's savings on a mortgage each year

Our Process



A quick chat to understand your financial situation and what you’re wanting to achieve.


Upfront feedback on where you are at, answer questions you’ve got and map out the next steps.


Organise a catch up to run through your options. Skype, coffee or a beer.


Guide you through any application or sign up process.


Ongoing support, we are always a phone call or email away and here to help you and your family get the answers and help they need. Whether its a medical claim, buying a new home or changing your kiwisaver we are here to help.

Get To Know Our Services




With extensive experience in all three areas + hundreds of success cases and a large resource of insight and advice – Tanta will establish your financial systems to maximise long term success and minimise costs and time required. Click the links above to learn more.


A few more happy customers

  • positive review  Anthony was so helpful and patient. Happy to answer my many questions, listened to what our family needed and put us on the right path. Highly recommended! 🙂

    Stephanie Rae Avatar Stephanie Rae
    June 7, 2019

    positive review  Chris and Anthony are super knowledgeable in all things mortgages, KiwiSaver and insurance. Would highly recommend.

    David Beachen Avatar David Beachen
    April 24, 2019

    positive review  These guys are the best and really know there stuff. Always super helpful and great at breaking it down and explaining everything so you walk away feeling informed! Highly recommend!

    Hannah Klein Avatar Hannah Klein
    April 4, 2019
  • positive review  Chris was great with financial advice. Nothing was a problem and he made it very stress free. Highly recommended.

    Debs Gregory Avatar Debs Gregory
    April 4, 2019

    positive review  Chris is awesome to work with. Really knows his stuff!! Highly recommend!!

    Deidré Browne Avatar Deidré Browne
    April 4, 2019

    positive review  Chris was a great help with my KiwiSaver, great company all round!

    Hannah Knight Avatar Hannah Knight
    April 4, 2019


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