We empower property investors and aspiring investors to maximise returns and grow their portfolios strategically through expert mortgage solutions and personalised financial guidance. Our mission is to deliver tailored lending strategies that align with your goals, providing clarity, confidence, and long-term success in the financial market.
What motivates us most is helping people sleep soundly, knowing their financial position is secure and able to withstand life’s storms. With many years of combined experience, we provide personalised, independent financial advice, helping you make informed and confident financial decisions for today and the future.
We provide mortgage, investment and KiwiSaver advice to clients across Northland, north of Auckland, and anywhere in New Zealand.
No matter where you are, Roy and Anna are the team you need for personalised and value-driven financial advice and guidance. Everything we do is tailored to your goals and life stage, designed to help you make confident decisions for your long-term financial security.
Not only a licensed Financial Advisor (FSP1005839), Roy is also a Ship’s Captain and Marine Engineer, bringing precision, discipline, and strategic thinking to his work. With years of experience helping clients reduce debt, generate income, and optimise lending structures, Roy takes pride in delivering honest, real advice and fit-for-purpose solutions. Being part of his clients’ journey to build wealth, create security, and support the next generation is what drives him. He also loves giving back to the community through volunteer work with the local Coastguard.
Anna has extensive experience working in some of New Zealand’s largest corporations and is a financial expert in her own right. She specialises in budgeting guidance and practical, down-to-earth solutions that make financial planning accessible. Open communication and tailored advice are central to how she works, helping clients make informed choices that grow wealth, create security, and support their family’s future. Being part of their financial journey and seeing the positive results is what inspires her most.
We start with a quick 15-minute call to get to know each other, understand what you’re looking for, and see how we can help.
We’ll establish our working relationship and gather the key details we need about your financial situation, goals, priorities, and current arrangements.
We review everything carefully to understand your current position, identify opportunities, and highlight any areas that need attention.
Using these insights, we create a tailored financial plan with clear recommendations designed to help you reach your goals.
Once you’re comfortable with the plan, we help implement the recommendations and coordinate with any other professionals if needed.
Financial planning is a journey. We regularly review your plan and make adjustments to keep you on track as your life and goals evolve.
Book your FREE 15-minute discovery session with Anchorlight now and find out how we can help you with your financial journey.
