Founded in 2012 by Sarah Curtis, a financial services professional with experience dating back to 2000, the company focuses on providing clear, jargon-free, and tailored financial advice. It operates as an appointed representative of The Openwork Partnership, specializing in sourcing suitable mortgage products for various clients, including first-time buyers and those looking to remortgage. Alongside mortgages, the firm provides comprehensive advice on protection products such as life insurance, critical illness cover, and income protection to ensure clients are financially secure.

Founded in

New Zealand