We’re your specialist financial advisers.

We understand that to many New Zealanders, financial matters can be daunting.

We see so many people give up on their dream of owning their own property, starting a business or renovating their home because they lack financial understanding. They give up on their dream of financial freedom, putting it in the too hard basket.

That’s where we come in. We’ll help you on the road to financial freedom.

With Quantum in your corner, financial matters such as mortgages and insurance needn’t be scary. In person or over the phone, we take the fear out of financial freedom. You can rely on us to treat you like an individual and to give you advice that’s tailored especially to you.

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We think outside the square to get the best deal for you.

The first thing you’ll notice about our team is that we’re real people who genuinely care about all our clients. To us, you’re more than just a number and more than your bank statement. We take the time to get to know you, your situation and what your goals are.

Whether you need help with your mortgage, assistance with personal insurance or Kiwi Saver advice, we go above and beyond to get the best possible outcome for you.

Ready to take the first step?

Our origin story

Back in 2015, our founder Malcolm Shepherd saw a gap in the financial advisory market.

He realised that many New Zealanders weren’t achieving their financial goals because they weren’t getting the right kind of advice. He set about to fix this problem and developed a business where everyday kiwis could access mortgage brokering services and financial advice that made things simpler and easy to understand. Since then, our aim has been to provide our customers with individualised options, giving you back the power over your finances.

Financial freedom doesn’t have to be scary.

Whether you want a mortgage or advice on KiwiSaver or personal insurance, our team specialises in making things simpler. We’re all passionate about educating our customers by giving great financial advice and are experts at finding great solutions for you, no matter what your current financial situation.