Started by a father-daughter duo,
this is our story.
Our family experienced first hand the frustrations many Kiwis face on their home ownership journey.
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We decided to become part of the solution.
Neville Modlin
Co-Founder & Senior Financial Adviser - FSP1002301
Starting as an accountant over 30 years ago I have spent my career in finance both in and outside the bank. From the beginning I always found myself drawn to the complex and immersed in problem solving to find a simple solution.
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Too often I've seen people miss out on opportunities simply because they didn't have a dedicated professional in their corner guiding them through the journey. This is why I do what I do, my expertise and passion combine to help clients take control of their financial goals. especially business owners.
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Husband father and dedicated to the sport of Ironman.
Make sure to connect with me on Strava!
Keagan Modlin
Co-Founder & Director - FSP1006772
I didn't always know I wanted to work in finance, instead I started my career in biomedical science. But one morning over a cup of coffee, at a time when I was working in administration and unsure of my next step, Neville had an idea. His idea was we work together, he'd write the deals while I handle the operations, this was the start of my journey into finance.
Fast forward to today and I couldn't imagine myself doing anything else. I've found myself completely engaged in the dynamic nature of the financial service industry. Everyday I'm driven to create a personalised, tailored experience for our clients helping them to achieve their home ownership goals.
Community Focused.
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