About Us

We invest time in the following locations/suburbs: Ashburton, Timaru, Temuka, Geraldine, McKenzie District, and Methven. 

Mark Caldwell, Mortgage Adviser 

With 25 years in finance and banking, and a Bachelor of Commerce Degree and Post Graduate Diploma in Finance, Mark is passionate about finance and helping clients achieve their financial dreams.  He is a local born and bred and spends time in Ashburton & Timaru each week.

Leah Caldwell, Life & Risk Advisory 

Leah has a background in Clinical Psychology with a focus on well-being and helping people through difficult times.  From this role she brings with her the rare skill of listening and being person centered.  Leah is excited that her role now focuses on future proofing one aspect of care should the worst happen.  She can provide clients with advice and guidance in a manner that is unique given her background and she will be there for them throughout the insurance process, including times of celebration and when the unexpected happens.