The Advisory — Mortgages, Insurance, KiwiSaver
One team, all the essentials.
Mortgages, insurance and KiwiSaver, with one team by your side.
35+
Lenders and insurers compared
2
Offices — Auckland and Bay of Plenty
3
Services, one team
The promise
Advice done right.
One team for the financial decisions that matter most. No being passed around, no call centre, no jargon. Getting all three working together is the point.
Wherever you're at
Start where you are. The right adviser is already on the other side of the conversation.
01 — Mortgages
- First homesFrom KiwiSaver to keys — with a clear plan.
- RefinancingComing off a fixed rate? We'll check the market for you.
- New buildsTurn-key or progress-draw — structured for real timelines.
- InvestmentStructure it right the first time.
- Self-employedYour income tells a fuller story than the summary line.
- CommercialScoped, tested and stress-checked before you commit.
The people
Advice is a relationship business. Two names run this one.
Joey Gregory
Managing Director, Insurance Adviser
A builder turned adviser. Straight-talking, and the reason tricky conversations feel easy.
Alex Nicholson
Director, Insurance Adviser, KiwiSaver Adviser
Years in banking, now in Papamoa. Makes big financial decisions feel surprisingly manageable.
Have a play
What would the repayments look like?
$875
per week
Fortnightly$1,750
Monthly$3,792
Results are indicative only, based on the figures you enter, and do not constitute an offer of finance or financial advice.
Want this as a proper assessment?
A word from a client
"Need an adviser but don't want to be treated like a number or smooth talked into something you didn't really want? Talk to Joey! He is a straight talker and will work to find you the best solution for your situation and wallet."
Mohi — Insurance client
We compare
We're not tied to any one provider. We compare the market and recommend what actually fits.
No cost, no pressure, no obligation.
Get the advice your bank never gave you.