Twelve years in, the firm runs almost entirely on referrals. Below is a selection of what clients have said in their own words. All quotes on this demo page are illustrative placeholders; real, named quotes (with each client's written permission) replace these before publish.
Approximate at the time of writing. The live Google rating widget will replace this static number once the production site goes live.
"We had been with the same bank for fifteen years and just kept rolling over the fix because that is what you do. Craig sat down with us, modelled out three different structures, and showed us we were losing more than ten thousand dollars a year by not splitting the loan properly. The whole conversation took an hour. I cannot recommend him enough."
"After my husband's surgery we got the full payout from the income protection cover Craig set up for us back in 2019. Without that money we would have lost the house. I want every Kiwi family to know what proper insurance advice looks like, because we did not understand it until we needed it."
"Three other brokers told us we could not get a first home because we were both self-employed contractors. Craig took a week to present our financials properly to a different lender and we settled in March. We are still in shock that it actually happened."
"I had been in a default KiwiSaver fund since 2007 and never thought about it. Craig spent ten minutes looking at it and pointed out I was in a conservative fund at age thirty-four. Switched me to growth, and the projected balance at sixty-five jumped by something like two hundred grand. Free advice, life-changing maths."
"Refinanced to a different bank on Craig's advice. The cashback was $9,600, the new rate was 0.6% lower than the old one, and the break cost was barely $1,800. Net result was something like fifteen thousand dollars in our pocket plus a better rate for two years. The work took us four signatures."
"We bought our rental property through Wealth Health and Craig structured the equity release as a separate loan. Two years later when we sold it the deductibility was all clean and the accountant said it was the tidiest mortgage structure she had seen in months. That is what good advice looks like."
"Got blindsided by a melanoma diagnosis at forty-one. Craig had set up trauma cover for us back in 2021 and the claim paid within five weeks. I took three months off work, recovered properly, and went back when I was ready. That is what insurance is supposed to do and that is what he did."
"I had three pension funds in the UK and zero idea how to get them across to NZ. Craig project-managed the QROPS transfer for us, talked to the UK provider, sorted the tax piece with our accountant. Took six months but it was completely hands-off from our side."
"Fiona walked me through the KiwiSaver First Home Withdrawal application like it was the simplest thing in the world. The bank had made it sound terrifying. Three weeks later the funds were sitting in my solicitor's trust account."
"What I appreciated most was that Craig did not try to sell me anything I did not need. We talked for forty minutes about my situation and at the end he said I was already in pretty good shape and to come back when something changed. No fee, no follow-up sales call, just honest. Almost forgot what that felt like."
"Wealth Health restructured our group of three trust-owned properties into a tidy lending structure that saved us about $4,200 a year in interest forever. The work was complicated and took two months. Craig charged us a flat fee that was fully disclosed up front and we knew exactly what we were paying for."
"My income protection claim was being knocked back by the insurer. Craig got on the phone with them, walked them through the policy wording line by line, and the claim was approved within ten days. He acted like it was his own family's claim. That is the difference."
"Used Wealth Health for our first mortgage in 2018, our refix in 2021, our rental purchase in 2023, and our refinance last year. Same adviser, every time. He remembers our names and our kids' names and what we are trying to do. You do not get that from a bank."
"As a forty-five-year-old solo mum on one income I felt like the bank was not interested in me. Craig found a lender that would take my child support payments as legitimate income and got me into a townhouse in Welcome Bay. My kids have a backyard now."
"We came to Wealth Health for life insurance and ended up redoing our KiwiSaver, our mortgage, and our wills. None of which we knew we needed sorted. The whole exercise saved us probably a thousand dollars a month once you add it all up. Best money decision we have ever made."
Fifteen minutes on the phone with Craig. No pitch, no obligation.