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Financial advice is for everyone. It shouldn’t be complicated and shouldn’t cost you a thing.

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We are not about selling you some off the shelf package. We are not about selling full stop. We are about advice. We care about you. Your situation. Your priorities. Your concerns. Your financial security. Your best interests.

The key to financial security is making sure you have an exciting and ambitious Plan A and a rock solid Plan B in case life throws you a curve ball.

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What we do

Give you personalised advice about your personal finances - in person. We make the effort for you to understand what we have recommended and why it works for you.
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Who we are

A boutique financial advice agency run by a young family. We specialise in advice about insurance, KiwiSaver and managed investment funds.
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What people say

We have helped hundreds of people. Read what they have to say about us to see if we might be a good fit for you.
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With the right advice, getting your insurance and KiwiSaver sorted out is completely painless. It is simple from beginning to end.
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What people say.

From the outside looking in, you'd think that insurance and financial advise would be relatively similar person to person. After having worked with Ben in a few different capacities now, I can conclude that you absolutely want someone you can trust and depend on in these areas. Ben is one of those people who goes the extra mile to make sure your needs are met, that you are fully aware of the pertinent details, and that you're well looked after without having to understand the whole world that he deals with. Insurance and finances can be a crazy world, and Ben has been a great guide for me.

Scott G

Ben looked after us right from the beginning, he took into mind our budget and took the time to clearly explain the risks and benefits of our options in a way that we understood and why it matters. His knowledge and professionalism were outstanding and he provided us with a range of alternatives tailored to our needs. The entire process was seamless, engaging and even enjoyable. It was top adulting – I learnt so much!

As a business, I would highly recommend Ben to my clients or friends who are looking for guidance in insurance and KiwiSaver planning, he is very personable and always just one call away giving you peace of mind you’re in safe hands.

Sarah B

I met Ben Gladwell 3 years ago through a Business Networking group BNI of which were both members.  At the time I wasn’t that happy with my current personal insurance provider and decided to chat with Ben in terms of what he did, could do for me and any options I may have.  Ben took the time to explain all options in detail as to what was available to me after asking a lot of questions about what I needed, what was happening in my life.  Ben was extremely thorough and professional, not pushy at all.  I decided to work with Ben Gladwell as my personal insurance provider.  To date working with Ben has been easy, as he communicates well and regularly.

Maria C

From the outside looking in, you'd think that insurance and financial advise would be relatively similar person to person. After having worked with Ben in a few different capacities now, I can conclude that you absolutely want someone you can trust and depend on in these areas. Ben is one of those people who goes the extra mile to make sure your needs are met, that you are fully aware of the pertinent details, and that you're well looked after without having to understand the whole world that he deals with. Insurance and finances can be a crazy world, and Ben has been a great guide for me.

Scott G

Ben looked after us right from the beginning, he took into mind our budget and took the time to clearly explain the risks and benefits of our options in a way that we understood and why it matters. His knowledge and professionalism were outstanding and he provided us with a range of alternatives tailored to our needs. The entire process was seamless, engaging and even enjoyable. It was top adulting – I learnt so much!

As a business, I would highly recommend Ben to my clients or friends who are looking for guidance in insurance and KiwiSaver planning, he is very personable and always just one call away giving you peace of mind you’re in safe hands.

Sarah B

I met Ben Gladwell 3 years ago through a Business Networking group BNI of which were both members.  At the time I wasn’t that happy with my current personal insurance provider and decided to chat with Ben in terms of what he did, could do for me and any options I may have.  Ben took the time to explain all options in detail as to what was available to me after asking a lot of questions about what I needed, what was happening in my life.  Ben was extremely thorough and professional, not pushy at all.  I decided to work with Ben Gladwell as my personal insurance provider.  To date working with Ben has been easy, as he communicates well and regularly.

Maria C

From the outside looking in, you'd think that insurance and financial advise would be relatively similar person to person. After having worked with Ben in a few different capacities now, I can conclude that you absolutely want someone you can trust and depend on in these areas. Ben is one of those people who goes the extra mile to make sure your needs are met, that you are fully aware of the pertinent details, and that you're well looked after without having to understand the whole world that he deals with. Insurance and finances can be a crazy world, and Ben has been a great guide for me.

Scott G

Ben looked after us right from the beginning, he took into mind our budget and took the time to clearly explain the risks and benefits of our options in a way that we understood and why it matters. His knowledge and professionalism were outstanding and he provided us with a range of alternatives tailored to our needs. The entire process was seamless, engaging and even enjoyable. It was top adulting – I learnt so much!

As a business, I would highly recommend Ben to my clients or friends who are looking for guidance in insurance and KiwiSaver planning, he is very personable and always just one call away giving you peace of mind you’re in safe hands.

Sarah B

I met Ben Gladwell 3 years ago through a Business Networking group BNI of which were both members.  At the time I wasn’t that happy with my current personal insurance provider and decided to chat with Ben in terms of what he did, could do for me and any options I may have.  Ben took the time to explain all options in detail as to what was available to me after asking a lot of questions about what I needed, what was happening in my life.  Ben was extremely thorough and professional, not pushy at all.  I decided to work with Ben Gladwell as my personal insurance provider.  To date working with Ben has been easy, as he communicates well and regularly.

Maria C