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Mortgage & Insurance Brokerage | Financial Coaching | KiwiSaver

Our aim is to help you live your best life, as you build a better, more financially secure one.

The financial decisions you make ultimately affect your lifestyle. Surrounding yourself with the right professionals to gain a better understanding of money and finances is crucial to ensure you are living the life you want now, and creating financial success for the future.

Our team lives and breathes the concept of working and playing hard. With many years’ experience as business owners and financial advisors, we can help you choose the financial pathway that’s right for you.

Choose us .

Financial Coaching

We strongly believe in having a solid plan for the future while also being comfortable living in the present. We offer unique financial coaching packages to set you on, and keep you on, your path to financial success.

Mortgage

Whether you are looking for your first home, refinancing your current mortgage, or looking to invest, we’ll put you at ease with our down to earth approach and help create the right solutions for you.

Insurance

Having an insurance adviser on your side offering the right cover for your individual needs is paramount when planning your overall financial success. As unaligned advisers we can find the best product to fit your needs from New Zealand’s top providers.

KiwiSaver

Do you currently have an active KiwiSaver fund? Whether you are looking to set up a new fund, withdraw funds for a first home deposit, or you are ready to look at retirement options, we can advise you on your best options.

About Us

Success Avenue is here to provide honest, down to earth advice and solutions to help you achieve your own financial success. With many years’ experience in small business ownership, entrepreneurship and financial advisory, our advisors are well versed in providing the services you need to get where you want to be. Maintaining the Kiwi way of life is important, and we want to help you get what you want, without compromising your preferred lifestyle choices.

Testimonials

We have had the pleasure of working with JC from near the beginning of his career. During this time he has been able to get our mortgages across the line when we were not sure it could be done. He’s always available and honest with his advice. We have had the pleasure of sitting down for his financial coaching and follow up online financial platform. We found this was great, as we had an idea of what we wanted to achieve but no road map to get there. After just one session, we now have a better understanding of what changes we need to make. My wife and I are still talking and thinking about what we discussed and looking forward to his ongoing coaching. I have never hesitated to recommend JC to both friends and family.

Adam and Shanon

"My wife and I have been working with Juan for a long time as our insurance adviser and to help us develop a future financial plan for our retirement. He took us through a thorough process, to help us decide on the best investment path to match our ideal lifestyle."

Aaron & Natasha

"We have been a client of JC’s for over 5 years. During this time he has provided us with advice, direction and personal help with all of our insurance needs. In times of urgency we have been able to rely on JC’s thorough response to our requirements. We trust JC’s with all financial matters and highly recommend him to anyone who is considering any insurance, financial and home lending help. His friendly manner makes it all that much easier"

Dee & Mike Gardiner

"I recently asked JC for advice on upgrading our KiwiSaver accounts. He has excellent knowledge of the best providers and conditions, and after many years of having very little knowledge of plans and benefits, we are now much better informed and he has moved us over to a new provider. JC is down to earth and friendly, and is genuinely interested in helping others reach their goals for financial success. I would definitely recommend JC for all your lending, insurance and KiwiSaver needs."

Rob