Financial advice that supports the life you’re building
Mortgages
Insurances
KiwiSaver
Mortgages, insurance and KiwiSaver are tied to some of the most personal moments in your life.
Yet advice often ends up feeling far more transactional than it should.
Forms, jargon, long pauses on hold, scripted check-ins – The Advisory was created to be the opposite of that experience.
Our advice is collaborative, personal and genuinely supportive. We’ll explain things in plain language, talk through what actually matters to you and help you make decisions that feel right for you and your family.
Our advisers specialise in different areas, but we work collaboratively so your lending, insurance and KiwiSaver decisions support each other. One team, shared insight, aligned advice.
It’s easy for us to put ourselves in your shoes
Everyone on our team knows what it’s like to make big decisions: buying a property, starting a family, launching a business, protecting the people we love. We know that behind every mortgage, policy review and investment chat is something more meaningful – a home you’ve been dreaming about, a lifestyle change or a fresh chapter you’re stepping into.
We’ve been on the other side of both good and not-so-good advice ourselves, so we know how important it is to feel supported, heard and guided well.
in it for the long haul
When you spend long enough talking about life goals, big decisions and future plans, many of our clients turn into friends we cheer on long after the paperwork is done.
Our People
Director
Lending Adviser
Claire
McArthur
Claire is your lending wing woman – steady, strategic and deeply committed to helping people get into homes they love. After a decade in big-bank land (and learning exactly what not to do), she set out to build a business where advice actually feels responsive and personal.
She’s known for connecting good people, growing strong relationships and keeping things calm when decisions feel big. At The Advisory, Claire leads lending, nurtures team culture and champions the kind of support she wished existed when she first started out.
Managing Director
Insurance Adviser
Joey
Gregory
Joey didn’t just fall into insurance, it found him. After an accident and navigating a claim firsthand, he quickly saw the real-world impact good cover can have. That experience shaped everything about the way he now supports clients.
A builder-turned-adviser, Joey brings a practical, straight-up approach and an energy that makes even tricky conversations feel easy. Alongside personal cover, he works closely with business owners, self-employed clients and growing teams to put the right protections in place. He loves connecting with people, building partnerships and making sure families and business owners are protected long before life throws anything unexpected their way. He does all of this for his own young family too, they’re his motivation for everything he builds here.
Director
Insurance Adviser
KiwiSaver Adviser
Alex
Nicholson
Alex brings a calm, knowledgeable presence to every conversation – a quality shaped by years in banking and a natural knack for simplifying complex decisions. Now based in Papamoa, he’s focused on growing The Advisory’s Bay of Plenty presence while delivering thoughtful, well-structured insurance and KiwiSaver advice.
Clients value his clarity, his reliability and the way he makes big financial choices feel surprisingly manageable. Alex is deeply family-focused, big on health and fitness, and the kind of adviser who listens first, then builds a plan that actually fits your life.
Our team
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Aliesha
Loan Writer & Associate Adviser
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Joel
Mortgage Adviser
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Devin
Insurance Adviser
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Bronwyn
Claims & Group Cover Specialist
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Mel
Client Experience Specialist
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Shannen
Client Experience Specialist
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Keren
Client Experience Specialist
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Devon
Client Experience Specialist
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Mikaela
Client Experience Specialist
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Leiana
Operations & Accounts
We love seeing
Everyday New Zealanders achieve their home ownership ambitions and build a financial legacy for their family.
Our process is simple, supportive and structured around you
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The first meeting is all about you. We talk about your current situation and where you want to be. That gives us the real context we need before we look at products or solutions.
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Once we understand your goals and situation, we explore the possibilities together. We explain what’s available, what the differences really mean and how each choice could help you move forward.
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Whether it’s lending, insurance or KiwiSaver, we help you piece together a structure that feels personalised, practical and future-focused.
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Applications, follow-ups, documentation and coordination – we handle the practical paper shuffling, while keeping you in the loop at every step.
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Your goals will shift, and your advice should too. Once things are in place, we regularly check in and make adjustments as needed so your lending or cover stays aligned with where you’re headed.
Talk to the team
Whether you’re planning ahead or need answers now, we’ll help you make sense of your options and take the next step with confidence.
Your entire advisory bench in one place
The Advisory helps you look at the full picture, bringing together lending, insurance and KiwiSaver advice in one place.