Who we are

At Attivo, we help financial advice firms connect the dots between their people, processes, and platforms.

We specialise in joining together proven, off-the-shelf tools to create efficient, compliant, and scalable systems without the cost or complexity of building something new from scratch.

Our team brings together deep experience in financial services, marketing, and technology. We understand the challenges advice firms face every day: manual admin, disjointed client journeys, and the growing compliance load that eats into productivity. Our goal is simple, to fix those problems by designing smart, connected workflows that actually make life easier.

We start by mapping how your firm already works. Then, we refine and connect your existing tools, whether that’s your CRM, onboarding forms, SOA generation, or review processes, into one cohesive system. The result is an advice operation that runs smoothly, delivers a consistent client experience, and scales without adding more people or platforms.

Behind everything we do is a belief that financial advice should feel professional, modern, and human. Technology is just the plumbing, the real value lies in helping advisers spend less time managing systems and more time advising clients.

Attivo. Actively improving how advice firms work.

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  • Graham Duston

    With more than 30 years in financial services, Graham has built and led some of New Zealand’s most respected investment businesses. He’s passionate about helping advice firms deliver better client outcomes through smarter systems and modern advice experiences.

  • Regan Hines

    Regan brings two decades of experience in marketing, digital design, and business transformation. He specialises in connecting people, process, and technology, helping advice firms turn good ideas into efficient, scalable workflows.

  • Tim Duston

    A payments and fintech specialist, Tim is known for his forward-thinking approach to how money moves. He brings a practical understanding of the systems behind finance, from infrastructure and APIs to client experience, and how they shape the future of advice.

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!