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Bussiness Description

Our aim is to provide the appropriate advice by identifying the customers' needs and requirements. Under one roof, we have expanded our services and we strive to assist people in achieving their financial freedom.

Sanjeev  is a Registered Financial adviser, who moved to NZ in 2002.

Over the years, he has helped his huge client base in buying their homes, establishing their businesses and being mortgage free in a reduced time period. His open and transparent working style has won him the confidence of of his clients

Sanjeev explored the possibilities to maximise the financial growth and initiated an International project ‘New Zealand Invest 2010’ by trying to bring the overseas property investors from India. The success of his project led to these overseas property investors investing in the Auckland properties.

​He’s a member of PAA and actively linked with other financial and community institutions.

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