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“Helping kiwis to fly.”

GET TO KNOW US

We have over 60 years of combined experience in providing sound pragmatic financial advice. We have consolidated this advice and experience into a practical independent retirement planning guide for Kiwis aged 50+.
Paul and Mary-Ellen Gadd have a long history in Financial Advisory Services. Mary-Ellen has a Post Graduate Diploma in Financial Planning and Business Studies. Paul as a Partner of one of the top global Accounting and Consulting Firms. They have run training sessions throughout New Zealand, currently teach other financial mentors, and have both lectured overseas. They both now give their time and experience to others through volunteering and teaching. Mary-Ellen is a volunteer Financial Mentor – helping individuals and families through their financial difficulties, Paul is a Business Mentor – helping small to medium sized businesses. They continue to run their own successful businesses and manage their own investment portfolio.They both managed to retire before they were 45. Download their free retirement planning guide and see if you can also retire early.

Our Mission & vision

To help improve the financially literacy of Kiwis to ensure they have a long and prosperous retirement.
"Helping Kiwi's to fly" through their retirement
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