About us
We're on your side.
The Bridge Partners was built on a simple belief: every Kiwi deserves to understand their KiwiSaver, and to have someone in their corner who actually explains it.
Our story
The Bridge Way
The idea behind The Bridge Partners is simple. We've seen firsthand how many people work incredibly hard for their future, contribute to KiwiSaver year after year, and still aren't sure if they're making the most of it. Not because they haven't tried, but because financial advice can often feel complicated, intimidating, or out of reach.
We don't think it should be that way. We believe everyone deserves someone who will take the time to listen, explain things in plain English, and help them make informed decisions with confidence.
That's why we built The Bridge Partners. No jargon. No pressure. Just honest conversations, practical guidance, and a genuine commitment to helping people build a better financial future.
It's a simple approach, but it's one we'll never compromise on. That's The Bridge Way.
The people behind the advice
Real people. Real conversations.
No call centres. No chatbots. Just two Kiwis who genuinely care about getting your KiwiSaver sorted.
Josh Kelly
(JK)Co-founder & Lead Financial Adviser
Known as JK, Josh came to financial advice via an unlikely route, hospitality and retail leadership, which turns out to be the perfect training ground for actually listening to people. He built his reputation on trust, clear communication, and helping people understand where they're at and where they want to be. Whether you're reviewing your KiwiSaver for the first time or planning for retirement, Josh has a knack for making the complicated feel simple. He's in it for the long haul, and if there's sport on, he's watching that too.
Will watch any sport. Any. If it's on, he's there.
Matthew Preen
(Preenie)Co-founder, Operations & Partnerships
Known to everyone as Preenie, and has spent more than 20 years building and growing software businesses. He enjoys bringing people together, creating opportunities, and helping others succeed. Originally from Birmingham in the UK and a lifelong Aston Villa supporter, he believes great relationships start with a simple and straightforward conversation. When he's not working, you'll usually find him on the golf course.
Rarely seen without a Callaway cap. Claims it's for sun protection.
A community we care about
Specialists in NZ's expat communities
New Zealand is home to vibrant migrant communities, Thai, Filipino, Indian, Chinese, and many more, who are building their lives and futures here. Yet mainstream financial advice often doesn't reach them, or doesn't speak to their specific circumstances.
We have a particular focus on serving these communities. Whether you're navigating KiwiSaver for the first time, unsure how it interacts with overseas savings, or simply want to talk to someone who understands your situation, we're here for that conversation.
Plain-English explanations
We take the time to explain KiwiSaver clearly — no assumptions, no jargon. We meet you where you are.
Understanding your full picture
If you have savings or pension entitlements overseas, we factor that into the conversation so you can make informed decisions.
A trusted, welcoming space
We know that talking about money can feel uncomfortable, especially in a new country. We make it easy, respectful, and pressure-free.
Our values
What we stand for
Clarity over complexity
We translate financial concepts into plain English. If you leave a conversation more confused than when you arrived, we haven't done our job.
Your goals, not ours
We don't have products to sell or quotas to hit. Our only measure of success is whether you're better off after talking to us.
Long-term thinking
KiwiSaver is a decades-long journey. We help you make decisions that will still make sense in 20 years, not just ones that look good today.
Accessible to everyone
Whether you're 22 and just starting out or 55 and wondering if you're on track, we're here for you. Good financial advice shouldn't be reserved for the wealthy.
Why choose us
What makes us different
Advice That Puts You First
We've done the homework and chosen a panel of KiwiSaver providers we believe in. We're not fixed to any one provider, just to helping you make the best choice for your situation.
New Zealand focused
100% Kiwi-owned and operated. We understand the local landscape.
Expat community specialists
We have deep experience working with NZ's migrant communities, who are often underserved by mainstream financial advice.
No hidden fees
Our work with you is always free, we get paid by the fund providers - simple. We're upfront about how we work.
Real people
You'll always speak to a real adviser, not a chatbot or a call centre.
Ready to have a real conversation?
Book a no-obligation chat and let's see how we can help.