Important Information Disclosure
This tried and tested process delivers a personalised and carefully considered blueprint for choices in life.
We’ve helped grow and maintain wealth for thousands of New Zealanders.
Whether you're still building wealth, or you're already wealthy, we're standing by to help you achieve your dreams.
We strive to get you wealthy or keep you wealthy. Your success is our success.
Your team of experts, working together
To suit your phase of life, your circumstances, and what you want to achieve
Expert advice across financial planning, investing, mortgages, insurance, and KiwiSaver—all in one place.
Build long-term wealth with expert guidance on smart property investments.
Create a personalised plan to reach your financial goals with confidence.
Protect what matters most with cover tailored to your life and needs.
Get into your first home with clear advice and support every step of the way.
Access the right lending to grow your investment property portfolio.
Make the most of your KiwiSaver with advice that matches your future goals.
The more financially successful you become, the more you're going to need us. That means your success is our success. We’re a business built on long-term relationships, and we're licensed as both a Discretionary Investment Management Service (DIMS) provider and Financial Advice Provider (FAP).
Depending on the solutions you implement, our business might be paid a combination of fees and commissions, which will all be agreed upon beforehand and transparently disclosed to you. All our advisers are paid a salary, not commissions, so you can be sure our whole team is focused on achieving good outcomes for you. You can learn more at our online disclosure.
Our interests are aligned: we want to get you wealthy and keep you that way.
