A member of our team will look at your details and match you with the right financial adviser for your situation.
A complimentary 30-minute video call or in-person meeting to understand your goals and see if we're a good fit.
If we can help, we'll explain how. If we're not the right fit, we'll say so honestly. No pressure either way.
One of our team will review your details and get back to you within one working day, usually by phone or email. We'll arrange a time for an initial conversation at your convenience.
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.
We are not bank-owned. Our recommendations are based on independent third-party research, not tied to any single product provider. We hold both a Financial Advice Provider licence and a Discretionary Investment Management Service licence, meaning we can actively manage portfolios on your behalf.
Absolutely. All information you provide is treated as strictly confidential in accordance with our privacy policy.
Within one working day, usually sooner.
No. Most initial conversations happen by video, though we can do phone if you prefer.
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.
For working professionals and families. Turn rising income into lasting wealth and the freedom to enjoy it on your terms.
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.