A complimentary conversation with a qualified New Zealand adviser.
We will look at where you are now, what is working, and the steps that would strengthen your position. By video, phone, or in person.
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Whether you are building wealth, approaching retirement, or already there, it is easy to lose sight of whether everything is working together as it should.
You might be unsure whether your savings and KiwiSaver are aligned to your goals, whether your insurance and investments still fit, or where you may be exposed or paying more than you need to. You may simply want a clearer view, without the jargon.
You deserve clarity, confidence, and a plan that fits your life. That is where we help.
A complimentary conversation with a qualified adviser who will look at your current position and outline the steps that would strengthen it. Nothing to prepare. The more you can tell us beforehand the more useful it is, much like noting your history before seeing a doctor, but it is not required.
No pressure. No jargon. No obligation.
Tell us a little about your situation and we will pair you with the adviser best suited to it.
A complimentary conversation to understand your goals and see whether we are a good fit, by video, phone, or in person.
You will get a clear view of where you are strong, where there is room to improve, and what we would suggest next. If we are not the right fit, we will say so. No pressure either way.
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 people prefer meeting in person at the start, then move to video calls once things are underway, which works just as well.
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
The scale of a major firm, with advice that stays personal to you.
That licence (a Discretionary Investment Management Service) holds us to a higher standard of regulatory oversight than most advisory firms. We are also a licensed Financial Advice Provider, FSP249805.
We have no products of our own. Our recommendations are based on independent third-party research, not tied to any single provider.
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, with no obligation.
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.