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Client Testimonials


Canterbury Owned and Operated


Net Promoter Score (Compared to NZ Financial Services Average of 24)

I would be pleased to recommend Jeremy (Sullivan) as a financial adviser to any other people in circumstances similar to ours.

Every time I request something from Jeremy (Sullivan) I can be sure it will be done efficiently and well.

Keep up the good work! Thanks, Jeremy (Sullivan)

Jeremy Sullivan is always helpful and provides all the extra information I asked for. He knows I always like ethical shares. I am happy with my contact and advice.

He is consistently logical and open in his advice.

I am very happy with the service over the time I have been involved with the company. Thank you Jeremy Sullivan

Full confidence in the advice given and in a way we can understand it.

Very happy with the efficient, professional service I receive from Jeremy Sullivan.

Grant Davies has always addressed any of my queries and has provided advice up to and exceeding expectations.

Being total novices in the share world, Grant Davies has always been very professional and given us sound advice.

Grant Davies is an excellent advisor and mentor. We feel our investments are in safe hands.

Richard is great. Very glad he takes time to come out to me. Man of goodwill.

Richard was great, helpful and professional , he helped sort out our old shares and we were very happy.

Richard is thoughtful, considerate of our needs and never pushy – all this for a quite modest portfolio. My wife and I both have confidence in him.