Helping you Create a Secure Financial Future

I Can Help You With

Investment and Wealth Management

Strategic investment planning and wealth management solutions tailored to your financial goals and risk tolerance.

KiwiSaver

Expert guidance on KiwiSaver options to maximize your retirement savings and ensure you're in the right fund for your needs.

Financial Planning

Comprehensive financial planning services to help you achieve your short and long-term financial objectives.

Roger Adams

SENIOR ADVISOR

30 Years of experience in the Financial Services Industry, with 20 plus years in Investment and Wealth Management.

My Philosophy

My primary focus is to help my clients create a safe and secure financial future, while focusing on building and protecting wealth.

Personal

I have been married to Michelle for 37 years, who has partnered with me in helping build a successful family and business. We have 3 married children and 10 grandchildren. I enjoy sailing and exploring our beautiful coastline.

SUE BOWATER

ADVISOR SUPPORT

My Philosophy

I believe in providing excellent service to our clients and to act in a positive and professional manner in all that I do. I enjoy working as part of a supportive and hardworking team and the satisfaction that comes with assisting people to achieve their financial goals.