About us
Financial advice that supports the life you're building.
The opposite of transactional
Mortgages, insurance and KiwiSaver are tied to some of the most personal moments in your life, yet advice often ends up feeling far more transactional than it should. Forms, jargon, long pauses on hold, scripted check-ins.
The Advisory was created to be the opposite of that. Our advice is collaborative, personal and genuinely supportive. We explain things in plain language, talk through what actually matters to you, and help you make decisions that feel right for you and your family.
One team, shared insight
Advice that lines up.
Our advisers specialise in different areas, but we work collaboratively so your lending, insurance and KiwiSaver decisions support each other. One team, shared insight, aligned advice.
We've sat where you're sitting.
It's easy for us to put ourselves in your shoes.
Everyone on our team knows what it's like to make big decisions — buying a property, starting a family, launching a business, protecting the people we love. Behind every mortgage, policy review and KiwiSaver chat is something more meaningful. We've been on the other side of both good and not-so-good advice ourselves, so we know how important it is to feel supported, heard and guided well.
In it for the long haul
When you spend long enough talking about life goals, big decisions and future plans, many of our clients turn into friends we cheer on for years.
Our people
The team behind the advice.
Joey Gregory
Managing Director, Insurance Adviser
Joey didn't just fall into insurance, it found him. After an accident and navigating a claim firsthand, he saw the real-world impact good cover can have. A builder-turned-adviser, Joey brings a practical, straight-up approach and an energy that makes even tricky conversations feel easy. Alongside personal cover, he works closely with business owners, self-employed clients and growing teams to put the right protections in place. He does all of this for his own young family too — they're his motivation for everything he builds here.
Alex Nicholson
Director, Insurance Adviser, KiwiSaver Adviser
Papamoa, leads Bay of Plenty
Alex brings a calm, knowledgeable presence to every conversation, a quality shaped by years in banking and a natural knack for simplifying complex decisions. Now based in Papamoa, he's focused on growing The Advisory's Bay of Plenty presence while delivering thoughtful, well-structured insurance and KiwiSaver advice. Clients value his clarity, his reliability and the way he makes big financial choices feel surprisingly manageable. Alex is deeply family-focused, big on health and fitness, and the kind of adviser who listens first, then builds a plan that actually fits your life.
The wider team
Riti Arora
Mortgage Adviser
Brandon Baxter
Insurance Adviser
Devin Gregory
Insurance Adviser
Bronwyn Sloane
Claims & Group Cover Specialist
Mel Skinner
Client Experience Specialist
Keren McGregor
Client Experience Specialist
Devon Sawyer
Client Experience Specialist
Mikaela Maxwell
Client Experience Specialist
Leiana Gregory
Operations & Accounts
Our process
Simple, supportive, and structured around you.
01
We start with a conversation.
The first meeting is all about you. We talk about your current situation and where you want to be. That gives us the real context we need before we look at products.
02
We map out your options.
We explore the possibilities together, explain what's available, what the differences really mean, and how each choice could help you move forward.
03
We tailor a plan that fits.
Whether it's lending, insurance or KiwiSaver, we help you piece together a structure that feels personalised, practical and future-focused.
04
We take care of the details.
Applications, follow-ups, documentation and coordination. We handle the paper shuffling and keep you in the loop at every step.
05
We revisit as life evolves.
Your goals will shift, and your advice should too. We check in regularly and adjust so things stay aligned with where you're headed.
No cost, no pressure, no obligation.
Talk to the team.
Whether you're planning ahead or need answers now, we'll help you make sense of your options and take the next step with confidence.