Our Story. 

“I hate paying for insurance. I don’t need KiwiSaver. I want to have my own business. I want to travel and enjoy my life. I want to have kids. I want to buy a house and pay my mortgage off faster. I want to make money!

I want a bach in the Coromandel. I want a holiday home in Wanaka. I want to enjoy my life and be stress-free!”

This is what we hear people say all the time! It’s also what we want for ourselves (especially the Bach in the Coromandel).

We understand that navigating the complex world of finance can be overwhelming.

That's why we're here to provide you with expert guidance every step of the way. Our experienced team is dedicated to helping you make the most of your financial opportunities but most of all, achieve your life goals!

Finance isn’t just about numbers, it’s about what those numbers can do for you.

Financial literacy is freedom, and we want to help you achieve that!

 

At Roma & Co., we are passionate about financial education and building a secure future,  and we do it our way—free from sales targets and the pressure of upselling.

You work hard for your cash, and we're here to show you how your choices today can impact your finances.

Our main aim is to help you get a handle on your money and see how it can work best for your future lifestyle.

We're not about pushing products or signing you up for stuff you're not interested in.

 Come chat with us and find out what we're all about. Let's see if we're the right advisors for you!

Meet the Team


  • Founder/Financial Adviser

    I came to understand the profound importance of insurance during a challenging time in my life. Four months before my sister's wedding, my father was diagnosed with cancer. As a self-employed individual, he had invested everything in his business, leaving our family financially vulnerable in the face of his illness. Suddenly, I found myself juggling my full-time job, managing his business, and providing physical care for him. The burden was immense, but thankfully, my father pulled through, and I remain grateful for every day we have together.

    In the midst of this ordeal, I realised that the impact of illness extends beyond the individual affected. Families and loved ones bear a different but significant burden of their own. This realisation ignited my passion for finance and inspired me to become a financial adviser.

    At the age of 20, I was fortunate to receive guidance from an adviser who helped me secure my first home by 22, despite working tirelessly with multiple jobs. By the time dad’s diagnosis came at age 31, we had already purchased our second home.

    With over 15 years of experience in the financial industry, I've made it my mission to empower others towards financial freedom.

    I invite you to embark on this journey with me. Let's work together to secure your financial future and ensure that you too can enjoy the peace of mind that comes with financial stability.

  • Business Manager/Financial Adviser

    With over a decade of experience, I bring a unique perspective to the table—one forged through personal challenges and professional insights.

    My journey began in the world of debt collection, where I witnessed firsthand the pervasive lack of understanding surrounding financial matters. It was here that I realised the profound impact that financial literacy can have on people's lives. Motivated by this realisation and fuelled by my own family's experiences with financial stress, I embarked on a mission to demystify the complexities of finance and empower individuals to take control of their financial futures.

    Despite the absence of open discussions about finance within my own family, I took it upon myself to learn and navigate the intricacies of the financial world. At the age of 21, I played a pivotal role in helping my parents secure our family home—an experience that ignited my passion for real estate and financial planning. By the time I was 30, I had achieved the milestone of purchasing my own home, a testament to the dedication and knowledge I had acquired along the way.

    With a solid foundation built on both personal and professional experiences, I have honed my expertise over the years, guiding countless individuals and families towards financial stability and success. My approach is rooted in empathy, understanding, and a commitment to providing tailored solutions that meet the unique needs of each client.

    Whether you're grappling with debt, planning for the future, or simply seeking clarity in your financial journey, I am here to offer guidance, support, and expertise every step of the way. Together, let's chart a course towards financial security and prosperity.