Russell Johnson

Licensed Financial Adviser and Director

Russell is a Financial Adviser with a diverse background that includes corporate management, commercial real estate investment, and the financial services industry.  His accumulated experience and knowledge enable him to offer first-class financial advice, so you get the very best financial plan tailored to suit your needs. He commenced business as an investment adviser in 1987. 

He has expertise in Business Risk Management and key person protection, assisting families with the best insurance protection for their needs and investment planning, advice, and portfolio design. Russell's style is relaxed and professional.  He is passionate about helping people achieve what they want in life.  He aims to keep the process simple and uncomplicated, provide excellent value, and act with the highest ethical standards of integrity and confidentiality.  

Email:  Mobile: 021 520 836 

Becky Johnson

Licensed Financial Adviser and manager

Becky is a Financial Adviser with considerable experience in retail and business management and financial services. She is qualified to provide advice on personal and business insurance protection as well as financial and investment planning advice. She is also our KiwiSaver specialist.

Becky is passionate about being helping clients and has a “down to earth” manner. She works inclusively with clients to gain a real understanding of their particular circumstances to enable the right solutions for their individual needs.

She can assist business owners to understand the benefits of ACC CoverPlus Extra, which has been specially designed for the self- employed and business owners.

She has a strong technical understanding of the “small print” of insurance contracts which allows her to confidently suggest the insurance options available to clients.

Becky can also assist you with reviews of your KiwiSaver to help ensure your retirement goals are achieved.

Email: Mobile: 021 027 31220

Sue Webster

Client Liaison

Sue is the frontline for our business and is likely the first person you will talk to. You can expect a friendly, cheerful, and helpful interaction with Sue.

Sue has 2 crazy rescue dogs who she loves taking for walks to the beach and one of her favourite hobbies is baking which is loved by all the family! Sue also likes to attempt running and would love to complete a marathon.

Sue skillfully manages Russell’s diary and can schedule meeting times with either Russell or Becky.

Email: Mobile: 027 320 3296