72 Taharoto Road, Takapuna, Auckland 0622
We have a dedicated adviser based in Wellington who can usually meet at a place convenient to you.
47 Salisbury Street, Central Christchurch, 8013
Based on your details you will be matched with the right financial adviser for your situation.
A complimentary 30-minute meeting to understand your goals and see if we're a good fit, by video call or in person.
If we can help, we'll explain how. If we're not the right fit, we'll say so honestly. No pressure either way.
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One of our team will review your details and get back to you within one working day, usually by phone or email. We will arrange a time for an initial conversation at your convenience. If you prefer, you can call our office on 0508 232 663 during work hours.
Yes, completely free. No catch.
Our services are best suited to individuals and families with investible assets above $250,000, or a household income above $150,000. If you're below these levels, we're still happy to point you in the right direction.
Investment management, retirement planning, KiwiSaver, financial planning, property investment, insurance, and mortgages. If needed, we take a holistic view of your financial position rather than advising on one area in isolation.
Our ownership is independent of any bank or product provider, and we have no products of our own. Our recommendations are based on independent third-party research, not tied to any single provider.
Absolutely. All information you provide is treated as strictly confidential in accordance with our privacy policy.
Within one working day, usually sooner.
Usually, yes. We have advisers based full-time in Auckland, Wellington, and Christchurch, and we regularly visit other areas, Tauranga, Hamilton, and Palmerston North especially. For investment and wealth advice, you are welcome to meet at our Auckland or Christchurch offices, to see our Wellington adviser, or to arrange a meeting somewhere convenient. Many clients prefer meeting in person at the start, then move to video calls once things are underway, which works just as well.
Our nationwide team focuses primarily on your financial freedom.
Know your money will last, whether retirement is ten years away or already underway. You'll know exactly how far your savings stretch, year by year, and what to adjust if the numbers need to change.
For working professionals and families. Turn rising income into lasting wealth and the freedom to enjoy it on your terms.
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Put a lump sum or life savings to work without becoming a full-time investor. We handle the decisions day to day so your money compounds while you get on with your life.