The Financial Professional for the Dental Professional

Empowering dental professionals to achieve financial success

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Helping Dentists Build a Secure Future

Tailored Financial Planning for Dentists

Comprehensive Insurance & Wealth Protection

Retirement & Investment Guidance

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Our Services

Explore our range of financial services designed to elevate the financial well-being of dental professionals, from wealth management to retirement planning.

Comprehensive Insurance Review

Health, income protection, and life and disability insurances form the foundation of your investment plan.

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Financial “Life” Planning

The Financial “Examination and X-rays” looks at all your concerns, what’s important to you and goals for the present and future.

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Raymond Joe, Auckland

"Ko’s financial planning process helped my wife and me gain clarity on our finances and align our goals for retirement. His customised approach, based on our risk profile and values, provided valuable guidance, and I highly recommend his services"

Sherin Takawi, Auckland

"Ko takes the time to understand your values and life stage, providing tailored financial advice to help you achieve your goals. I highly recommend him to anyone looking for clarity or a more effective approach to their finances"

Gloria Ching, Auckland

"The Financial Dentist program gave me the knowledge and confidence to take control of my finances and investments. With Ko’s tailored guidance, I’ve made key changes to my business, bought a house, and optimised my investments—it’s been a game changer!"

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