About Samuel

From Service, to Finance

After 16 years in public service, I moved into financial advice to offer something different... clear, honest guidance that focuses on real-life goals, not just numbers.

On paper I was doing well, but my wife and I still felt like we weren’t really moving forward. Along the way I became obsessed with personal finance and helping everyday people feel in control of their money. With my wife’s support, I retrained as a financial adviser. Now I use my people skills to help clients make clear, confident financial decisions.

Relatable.

Thorough.

Supportive. Practical.

Samuel & Coffee

Good Coffee, Better Money Conversations

I’m a bit of a coffee nerd, the kind who travels with a grinder and beans, and happily talks pour-over methods between meetings.

I reckon money conversations work best the same way good coffee does: unhurried, thoughtful, and tailored to taste. Whether we’re chatting in a café or over Zoom, my goal is to make finance feel approachable, not intimidating.

No hard sell, no jargon for the sake of it – just clear, practical advice over a decent brew.

I'll Buy You A Coffee!

Samuel & Family

Family First, Finances That Fit Real Life

I’m a husband and dad first, adviser second. Leaving the Police wasn’t just a career change, it was a decision to be more present with my wife and kids – at school pick‑ups, on beach trips, and for the everyday stuff that really matters.

That shapes how I do advice. I’m not here to squeeze you into a perfect spreadsheet, but to build a plan that supports your family’s version of a good life, now and in the future.

View My Services

Who I Work With

I mostly work with everyday Kiwis who want clearer, more confident money decisions, from young families and tradies through to professionals and people in government roles.

Some come to me through workplace talks or EAP, others via referrals and word of mouth.

I’m an independent adviser, so I’m not tied to one bank or provider. I work with a panel of KiwiSaver, investment, and insurance providers and recommend options based on what actually fits your goals, risk comfort, and budget.

Testimonials

Real Stories, Real Comfort - What My Clients Say

"I was struggling with my mental health for a long time, but the team at this clinic provided me with the support I needed every step of the way. Their therapy and counseling sessions have truly transformed my life. Today, I feel more confident and at peace with myself. The care and expertise they offer are beyond words."

James Lawson

Graphic Designer

"The therapists at this clinic gave me a safe and understanding space to talk about my mental health challenges. Their professional approach and deep empathy made me feel heard and supported. With their guidance, I’ve been able to make real progress. I’m learning how to manage my emotions and live a more balanced life."

Emily Thompson

Marketing Manager

"I was searching for a trusted place to address my mental health concerns, and this clinic provided exactly what I needed. The team’s caring and professional approach made me feel comfortable and encouraged throughout my journey. They’ve helped me understand myself better and develop healthier coping mechanisms."

Sarah Mitchell

Marketing Manager

Work with me

The best way to get started with me is by clicking the button below and filling out the form. We can organise a time to meet (either in-person or online) and work through your situation.