Cole Murray is evolving into CM Financial Advisers. While our name is changing, everything our clients value about us remains exactly the same.
For over twenty years, Cole Murray has walked alongside our clients through life’s biggest financial moments. From securing their first mortgage to optimising their KiwiSaver, from protecting them with personal insurance to safeguard their growing family and business, from building wealth through investments to planning the retirement they’ve always imagined.
Through every milestone, our commitment has remained constant: personalised solutions, trusted advice, and genuine care.
2005: Where it all began
Jeremy Cole, an Insurance Broker, and Mike Murray, a Mortgage Broker (as they were called in those days), opened the doors of Cole Murray with a simple but strong idea. That when looking at your finances they should all work together.
Back then, financial advice was thought to be a luxury reserved for the wealthy. We found so many companies in the market treated people as just another number, focusing on the commission, and not the person and their long-term picture. We wanted to change that, and it all began with a simple promise, to deliver real financial solutions for real people.
Those early days were about building trust, one conversation at a time. Whether helping young couples secure their first mortgage or protecting families with the right insurance cover, we sat across the table and took the time to listen.
The years that shaped us
As the years passed, we grew. Not just in size, but in understanding. KiwiSaver launched in New Zealand in 2007, and Jeremy became a KiwiSaver Adviser, adding another important dimension to our services. Soon, we expanded to offer home and business insurance, comprehensive investment advice, and financial planning, becoming the full-service partner our clients needed.
We watched the financial landscape shift through global financial crises and market volatility. Each challenge reinforced our core belief: your mortgage, insurance, KiwiSaver, investments, and business protection aren’t separate pieces, they’re all part of your story, and they need to work in harmony.
Over the years, we became aligned with multiple providers across every service we offer, giving us the flexibility to find the right solution for each unique situation. Whether that’s the best mortgage structure, the most suitable insurance cover, the right KiwiSaver fund, or an investment strategy that fits your life stage.
Through every economic season, we learnt that our real value wasn’t in the products we offered. It was in the relationships we built. It was in explaining why life insurance matters when you’re young, helping you understand your KiwiSaver options, finding the right home loan structure, or crafting an investment portfolio that lets you sleep at night. It was in the calls we made months and years after the paperwork was signed, checking in, adjusting strategies and policies, celebrating wins, and navigating challenges together.
We became more than advisers. We became partners in our clients financial journeys.
What we’ve become
Today, we’re a full-service financial company with an experienced team that’s seen it all. Our Mortgage Advisers have helped hundreds of borrower’s secure home loans and refinance to better rates. Our Personal Insurance Advisers have protected families through life’s uncertainties. Our KiwiSaver Advisers have optimised retirement savings across every life stage. And our Investment Advisers have built wealth strategies for clients from all walks of life.
What sets us apart now, just as it did in 2005, is how we approach your financial life. We look at the big picture. We don’t push products, instead, we craft solutions. We’re there to help you understand every detail, and we’re by your side long after the ink dries.
Most importantly, we’re here to support you in reaching your financial goals, no matter what stage you’re at in life.
2026: The next chapter
Which brings us to today, and to an exciting evolution. We are tweaking the name of the business with a nod to the legacy Jeremy and Mike built, while future-proofing this local Hawke’s Bay business that has served its clients with integrity for years. And will still be here for its clients’ children, and their children’s children.
Cole Murray Financial Advisers will become, CM Financial Advisers.
This name change is more than rebranding, it’s a recommitment. A promise that the next chapter of our story will be even better than the last.
What this means for our clients
Nothing about your experience with us is changing.
Your Mortgage Adviser, your Personal Insurance Adviser, your KiwiSaver Adviser, your Investment Adviser … they are all still your advisers. The personalised service you’ve come to rely on remains our foundation. The trusted advice and genuine care that define every interaction? That’s not going anywhere. Our commitment to helping you make your money work for you is as strong as it was on the day Jeremy and Mike opened the doors.
We’re simply stepping into a name that reflects where we are headed together.
Same team. Same values. Same promise we made in 2005.
Questions about our new name? We’re here, just like always. Reach out anytime.
