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My Story
Money or blades of grass were always discussed as a family around the kitchen table, as a child coming from a farming background.
The concept of savings was a regular topic of conversation but equally so was investing, and what was good debt vs bad debt.
After University I deviated from my intended pathway into the financial services industry. During my time working for Financial Services companies, I loved helping advisers create great outcomes for their clients.
With a family of my own being my priority, I realised I wanted to be the person helping other families create the outcomes they are looking for individually.
Now I work with people from all walks of life, helping them with their KiwiSaver, Investments and more!
Nicola, Public Servant
“Ailsa is the perfect adviser for anyone who needs help from scratch – totally trustworthy, fast, friendly, knows her stuff and will go above and beyond to look after you. No question too dumb or fact too embarrassing to reveal. Great for mums who don’t have time for fuss and financial hype. “
