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.
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.
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.
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.
Emma Findlay
Adviser Support
As Adviser Support, I bring a wealth of experience and professionalism to my role, backed by a strong background in banking, insurance, and sales administration. I’m passionate about delivering exceptional client experiences and take pride in providing efficient, friendly, and solution-focused support.
Known for my attention to detail and approachable manner, I’m committed to building strong relationships and ensuring clients feel valued at every step of their journey.
Outside of work, I’m a proud mum of two who enjoys fishing and tackling a good puzzle once the kids are asleep. I’m also an avid Warriors supporter - Up the wahs!
Community Focused.
 |  |
|---|---|
 |  |
 |  |
 |
