Scenic view of a mountain range with a lake in the foreground under an overcast sky.

The First One-Stop Financial Workshop Designed for Busy TradIES

about

The Wealth Workshop was created to help self-employed tradies take control of their finances and build long-term wealth. Too many hardworking tradespeople are so busy working in their business, they don’t have the time—or headspace—to focus on the financial side of things. That’s where we come in.

We simplify finance with practical, no-nonsense strategies tailored to how tradies actually work. No jargon, no fluff—just real solutions to help you grow your wealth and secure your future.

Whether you're a one-man band just getting started or running a well-established operation with a full crew, we’ve got the tools and advice to support your goals.

Book a free, no-obligation consultation today or call Gareth now on 021 556 657 for an initial chat.

A man with headphones around his neck standing in a workshop.

Services

  • Get the right cover without overpaying. We help tradies reduce ACC levies, structure insurance properly, and protect their income, family, and business—without wasting money and time on cover they don’t need.

  • Build wealth through smart property decisions. Whether you're buying your first home, expanding your portfolio, or structuring your mortgage to help pay it off sooner, we help tradies secure the best deals and long-term success.

  • Take control of your financial future. Whether you're maximising KiwiSaver, starting to invest, or growing your portfolio, we help tradies build wealth with smart, long-term strategies. Make your money work harder so you can enjoy the rewards later on.

Man in a suit standing against a black brick wall.

Meet Your wealth workshop Financial Adviser

Gareth knows what it’s like to be on the tools—juggling jobs, managing cash flow, and dealing with the ups and downs of self-employment. After leaving school at 17, he spent a decade working as a qualified supply electrician in high-voltage construction. He understands the grind—and how easy it is to put finances on the back burner.

That real-world experience is what drove Gareth to make the shift into financial services. After years of study and hard work, he built an award-winning financial advice firm dedicated to helping New Zealanders take control of their money, grow wealth, and protect what they’ve built.

All consultations are free and no-obligation—just straight-up advice to help tradies make better financial decisions.

The process

  • We’ll begin with a financial review and chat to gather key personal and financial info—this usually takes about 60 minutes. Depending on your situation, we may need extra details from your accountant, insurers, bank, or other providers. No stress—we can request this for you to keep things simple.

  • We’ll get to work on tailored recommendations based on your goals and current financial position. This could include anything from reducing your ACC levies, reviewing your mortgage and insurance structures, to optimising your investment and KiwiSaver strategies. Essentially, if it’s about building or protecting wealth—we can help.

  • This is the exciting part—getting your plan up and running. We know you’re busy, so we’ll sort the paperwork. It’s all digital, so you can review and sign on your phone. If you’ve got existing policies or financial bits, we’ll help make any needed changes.

  • Our guidance doesn’t stop once everything’s set up. We’ll continue to be your go-to for financial advice—whether you’ve got questions, need to make changes, or want to explore new opportunities. We’ll also check in regularly to review your plan, making sure everything stays aligned with your goals as life and business evolve.

Client Testimonials

  • Luke McKenna • McKenna Builders

    "Gareth and the team are providing a service I wish I was introduced to when I was first starting out in business and investment. Within one meeting Gareth had covered what had taken me years of reading financial self help books to understand. Highly recommend this service to all"

  • David Gearey • Gearey Painting

    I have been a client of Gareth and his team for some time now and have always found them very professional and approachable on all levels. We initially engaged them for insurances but have since utilised their financial advice services, which we were extremely happy with. Everything is always made easy from a client point of view, and the team is always looking out for mine and my family’s best interests. We would have no hesitation in recommending their services.

  • Blake Wise • Wise Build

    "Where to start. What a great business to deal with. Gareth and the team did an awesome job of reviewing my insurance, ACC, and KiwiSaver needs, making changes where needed. The process was easy, efficient, and well organised. Top tier financial advisors and awesome people"

  • Oliver Potts-Smith • Optimal Plumbing

    "Outstanding service. Gareth and the team run a tight ship. The experience and professionalism of Gareth became apparent when he found inconsistencies and shortcomings in existing financial products recommended by another advisory firm. I’ll be encouraging others, especially in the construction scene, to consult with him"

ContaCt Us

Ready to build wealth and protect your future? Fill out the form, and Gareth will be in touch.

All consultations are free—no pressure, just practical advice for busy tradies.