Who we are
We are committed to your financial success.
Your financial success is our top priority. We are here to cut through the complexity of the market, providing the clear guidance you need to achieve the best possible outcome.
Trust
Clear guidance you can rely on
Precision
Tailored solutions for you
Care
Your goals are our top priority
Plinth Pathway
True financial success is an ongoing journey, not a single transaction.
Here is our commitment to guiding and supporting you every step of the way.
We Listen
It all starts with a conversation to fully understand your unique situation, including your life goals, current lifestyle, and what you need your finances to achieve today and in the future.
We Strategise
Looking beyond just interest rates, we analyse the market to structure the right solution for your specific needs. It’s about achieving your goals today for a better financial future.
We Advocate
Your best interests always come first. With all negotiations and complex questions handled on your behalf. The entire process is seamlessly managed, so you stay informed and stress-free.
We Evolve
As your life changes, your financial needs will too. Staying by your side for the long haul, your strategy is constantly adjusted to ensure it always serves your best interests.
Your AdvisEr
Poornima Premarathne
Director / Financial Adviser
Poornima Premarathne brings over 21 years of experience in banking and financial services, having built a highly successful career with leading global and New Zealand institutions, including HSBC Sri Lanka, ANZ, TSB, and Bank of New Zealand.
Specialising in personalised home, business, and commercial lending, she guides clients through their financial journeys with clarity, care, and confidence.
Poornima is passionate about building long-term partnerships, delivering tailored solutions that perfectly align with each client’s unique goals and aspirations.
Adviser’s Note
"I believe every client’s financial journey is a pathway to long-term success. My role is to provide trusted guidance, personalised lending solutions, and ongoing support so we can build a strong financial partnership that lasts well beyond a single transaction."
Expertise behind the success
Extensive industry expertise is backed by strong academic and professional credentials.
21+
Years of Banking Experience
MBA (Buckingham, UK)
Master of Business Administration, 2013
NZQA Level 9
ABE Level 6 (UK)
Advanced Diploma in Business Management, 2011
NZQA Level 7
NZCFS Level 5
New Zealand Certificate in Financial Services, 2025
FINSIA PBF
Professional Banking Fundamentals, 2022
Trusted partnerships for better outcomes
We navigate a wide network of reputable banks and specialist lenders on your behalf. By comparing the market, we are able to structure highly competitive, personalised lending solutions that perfectly align with your current lifestyle and future ambitions.
How can we support your journey?
From your first home to your next big business move, we provide the expert advice and tailored lending solutions needed to achieve your long-term financial goals.
Home Loans
Explore our core home loan options. We provide personalised advice and mortgage strategies for your unique home loan requirements.
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Business Loans
Explore our core funding options to scale your business. We design strategic finance structures tailored entirely around your unique business goals.
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Commercial Loans
Explore our core commercial loan options. We structure specialised finance solutions tailored entirely around your unique property acquisitions and development projects.
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Financial Health Check
Explore our core strategic advisory services. We evaluate your current financial position and design a tailored roadmap for your unique long-term goals.
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Ready to take your first step?
Take the first step with confidence.
Let's sit down for a chat so we can make securing your finance simple and easy.
Let’s Discuss Your Financial Journey.
Ready to take the next step? Fill out the form with your details, and we will reach out promptly to get started.
