Meet Kevin Morgan | Tech & Business Financial Advisor NZ

Where Business Accumen Meets Finacial Expertise

Kevin Morgan (Store Manager) & Andrew Bayly (Hanua MP) Countdown Beachlands opening.

The Foundation: Business Operations

My path began on the floor of a busy retail supermarket, where I learned the practical, real-world lessons of managing people, opreations, and profitability.

The Pivot: Entrepreneurial Tech

As an entrepreneur, my passion for problem solving led me to build my own advisory business, website, and develop an AI-driven Financial Health Check web application.

The Insight: Recognising the Gap

Through these experiences, I saw the need for a trusted partner who could help brilliant professionals translate their success into long-term personal wealth.

"I saw too many hard-working people feeling in the dark about money. My mission is to give each client a clear plan and the confidence to know they’re on the right track. Your success is my success.”

Kevin Morgan

Founder & Financial Adviser

My Approach: A Partnership Built on Clarity

Because I operate as a solo advisor, you work directly with me, one-on-one. My time managing teams taught me that nothing gets done without clear communication. I intentionally keep my client list small to ensure you receive the dedicated attention you deserve.

Tailored to Your Reality

We start by listening. Your specific goals, business structure, and personal circumstances form the foundation of every recommendation we make.

Absolute Clarity

No gibberish. We communicate openly in plain English, so you feel confident and in control of your finances.

Commitment to Excellence

We go the extra mile, using leading research and technology to deliver top-tier, data-driven advice.

Fiduciary Trust

As your fiduciary, I am legally and ethically bound to act in your best interest, always. Transparency is non-negotiable.

Qualified, Regulated & Ready to Help

You can be confident you are working with a qualified professional dedicated to the highest ethical standards.

Qualification: New Zealand Certificate in Financial Services (Level 5) with strands in Financial Advice and Investment Advice.

Regulation: Licensed Financial Advice Provider (FSP 1001566), regulated by the Financial Markets Authority (FMA).

Let's Start the Conversation

What does this mean for you? It means you get an adviser with a rare and powerful combination of skills:

Practical Business Acumen

I understand profit and loss, operations, and the challenges of managing a team because I've been there.

Resourceful Tech Savvy

I have a passion for using modern tools to solve problems and create efficiency.

Formal Financial Expertise

All this is backed by the professional qualifications and regulatory oversight required to provide top-tier financial advice.

You won’t get a generic plan from a theorist. You’ll get a customised strategy from an ally who respects your hustle and is dedicated to freeing you from money stress.

Book a free consultation