YOUR PARTNER IN
FINANCIAL FREEDOM
Money affects every part of our life, from the home you live in, to the choices you make for your family’s future. Yet, too often, financial planning feels overwhelming, complicated, restrictive and full of confusing jargon.
We want to change that for you!
Our purpose is to help everyday kiwis build financial independence through taking control of their money, achieving their goals and building a secure financial future.
OUR STORY.
Roma & Co was founded by Roma Samy, a financial expert with over 15 years of industry experience. Having seen firsthand how financial uncertainty can impact people’s lives, Roma made it her mission to provide honest, practical advice that truly benefits clients—not banks, insurance companies, or big corporations.
Unlike many financial advisors, we don’t push products or upsell services you don’t need. Our approach is different. We focus on understanding your life, your goals, how you spend and save money, and what financial security means to you—then we provide clear, realistic guidance to help you get there.
We know that no two people are the same. Whether you're just starting out in your career, growing your family, buying your first home, or planning for retirement, your financial situation is unique. That’s why we tailor every conversation, plan, and strategy to fit your needs.
Financial stability isn’t about luck—it’s about making informed, confident decisions. Whether you’re looking for guidance on saving, investing, protecting your income, or planning for retirement, we’re here to help.
HOW WE HELP
We’re not just about numbers and policies—we’re about people. Our approach is personal, practical, and always in your best interest. Here’s how we can support you:
Financial Planning & Coaching – Get a clear plan for your money, whether it’s budgeting, debt reduction, or saving for a big goal.
KiwiSaver Advice – Ensure your KiwiSaver is set up to give you the best possible return, whether you’re planning for retirement or buying your first home.
Insurance Protection – Life is unpredictable. We help you get the right cover so that you, your family, and your assets are protected.
SimpleWills – Passing away without a will can mean that your assets are not distributed to your family as you intended. Don’t leave your family to fight for what should be theirs.
Business & Employee Benefits – Secure your business and support your employees with tailored insurance and financial wellbeing programs.
WHY CHOOSE
ROMA & CO?
Independent & Transparent
Our recommendations are always made with your best interests in mind.
Honest, Unbiased Advice
We work for you, not the banks or insurance companies
No Jargon,
No Pressure
We simplify financial concepts and never push products you don’t need.
Real People, Real Conversations
We take the time to understand you and offer advice that fits your lifestyle.
LET’S TALK.
Book a free consultation with Roma & Co today and take the first step toward a secure financial future.
MEET THE TEAM
ROMA SAMY
FOUNDER & FINANCIAL ADVISER
I came to understand the profound importance of insurance during a challenging time in my life. Four months before my sister's wedding, my father was diagnosed with cancer. As a self-employed individual, he had invested everything in his business, leaving our family financially vulnerable in the face of his illness. Suddenly, I found myself juggling my full-time job, managing his business, and providing physical care for him. The burden was immense, but thankfully, my father pulled through, and I remain grateful for every day we have together.
In the midst of this ordeal, I realised that the impact of illness extends beyond the individual affected. Families and loved ones bear a different but significant burden of their own. This realisation ignited my passion for finance and inspired me to become a financial adviser.
At the age of 20, I was fortunate to receive guidance from an adviser who helped me secure my first home by 22, despite working tirelessly with multiple jobs. By the time dad’s diagnosis came at age 31, we had already purchased our second home.
With over 15 years of experience in the financial industry, I've made it my mission to empower others towards financial freedom.
I invite you to embark on this journey with me. Let's work together to secure your financial future and ensure that you too can enjoy the peace of mind that comes with financial stability.
ROHAN OBEROI
FOUNDER & BUSINESS MANAGER
With over a decade of experience, I bring a unique perspective to the table—one forged through personal challenges and professional insights.
My journey began in the world of debt collection, where I witnessed firsthand the pervasive lack of understanding surrounding financial matters. It was here that I realised the profound impact that financial literacy can have on people's lives. Motivated by this realisation and fuelled by my own family's experiences with financial stress, I embarked on a mission to demystify the complexities of finance and empower individuals to take control of their financial futures.
Despite the absence of open discussions about finance within my own family, I took it upon myself to learn and navigate the intricacies of the financial world. At the age of 21, I played a pivotal role in helping my parents secure our family home—an experience that ignited my passion for real estate and financial planning. By the time I was 30, I had achieved the milestone of purchasing my own home, a testament to the dedication and knowledge I had acquired along the way.
With a solid foundation built on both personal and professional experiences, I have honed my expertise over the years, guiding countless individuals and families towards financial stability and success. My approach is rooted in empathy, understanding, and a commitment to providing tailored solutions that meet the unique needs of each client.
Whether you're grappling with debt, planning for the future, or simply seeking clarity in your financial journey, I am here to offer guidance, support, and expertise every step of the way. Together, let's chart a course towards financial security and prosperity.