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Waikawa Yachts Moored.jpg

Locals helping locals

we're passionate about helping marlborough people make great financial decisions. find out what makes us tick.


Locals helping locals

we're passionate about helping marlborough people make great financial decisions. find out what makes us tick.

sorting out insurances, planning for your retirement or wondering what to do about KiwiSaver can be pretty mind-boggling. 

That’s why we are here. In fact it is the very reason we get up every morning and jump behind our desks – because we love helping Marlborough people make decisions that will give them the ultimate peace of mind. From sorting out life insurance to saving for that dream retirement, we tailor our advice to your situation and unique needs.

Let’s talk. We want to get to know you, your situation and your goals so we can come back with stuff that gets you where you want to be. We'll help you with that goal-setting if that feels daunting – whether paying off the mortgage, funding an education for the kids, planning an extension on the house or even owning a boat. Everything is possible – we'll work out the best and quickest way for you to get there.

We are locals who love the Marlborough lifestyle and helping people make great financial decisions. When choosing an Adviser, it’s important that they know and understand your lifestyle, so because we probably live here for the same reasons you do – we are ideally placed to help you reach those financial goals.


ross frater

director & Authorised Financial Adviser

After 27 years of helping people manage their money and insurances, I know the value of good advice. While it’s never easy seeing clients deal with tough medical problems, it’s nice to know that planning ahead can help reduce the financial pressure. When I’m not in the office you can find me out on the boat chasing fish in the stunning Marlborough Sounds or playing guitar with Vintage Vibes dreaming of being the next Eric Clapton. With two young boys keeping me occupied, I know life gets busy so give me a call and let me do the running around to sort out your insurances and savings.

anthony mullen

director & authorised financial adviser

Growing up in Marlborough, all I wanted to do as a teenager was spend time at the beach, go windsurfing, or tinker with old cars. Given that spending time at the beach and “tinkering” wasn’t really a career, the financial services industry provided me with the opportunity I needed. Fast-forward 20 something years, it’s great to look back and see the businesses, families and individuals I’ve had the pleasure of helping along the way. Being in business myself and married with four children, I know that sometimes life can throw us a curveball.  It’s my job to help you plan for the future and minimise the effects when the curveball situations arise.

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cordelia davies

office guru and administrator

Cordelia is the first person you will see and speak to when you contact us. She looks after the office, changes to your insurance policies, administration of KiwiSaver and keeps the team on their toes. Outside of work Cordelia is a busy mum to two teenagers and enjoys an occasional glass of Marlborough's finest wines.