About us
We are three experienced financial advisers who have joined forces to provide advice on and solutions for businesses who want to look after their people with insurance and financial service products. A bespoke business based in Christchurch, we are able to work with clients all over New Zealand, as well as New Zealand businesses with employees in other parts of the world.
Dan McKirdy
A financial adviser since 2012, Dan’s passion is helping people.
Before starting his own advice business, Dan worked for ACC as a case manager then a relationship manager where he gained a broad understanding on the impact disability – short and long term – can have on individuals and their families.
He’s a father to Arthur, Ted and Olive and a husband to Sheree who as well as holding down the fort at home, runs her own successful online business Dapper Mr Bear.
Nick Hau
Between Work and Income New Zealand, ACC, one of the country’s leading insurers and starting a business with Matt in 2018, Nick has more than 20 years on the front-line helping people.
​
His appreciation of the “What Ifs” has shaped his attitude to helping people, helping businesses and educating people about what help is out there.
The former Tongan test rugby player is a fiercely proud family man and he and wife Mandy’s proudest achievements are their two clever daughters, Isabella and Bronte.
Matt Richens
Matt’s path to financial advice is quite different and he was one of the country’s leading sports journalists before joining his father’s advice business in 2015.
Three years later, Nick and Matt took over the family business where wife Lisa is the office manager and their team have been helping thousands of Kiwis since.
Matt works hard not to be the stereotypical pushy salesman and when he’s not helping people, he’s coaching kids Harper and Archie’s cricket and football teams.