Important Information Disclosure
Get clear on where you stand, how long your money will last, and what you may need to adjust for a comfortable, stress-free retirement.
Book a Free Financial Health Check to understand your retirement readiness.
Our team is fully certified to provide guidance tailored to New Zealanders.
Your personal and financial details are reviewed privately and securely.
We’ve helped thousands of New Zealanders make confident financial decisions.
Clients entrust our advice when investing over $1 billion.
Most people approaching retirement feel uncertain about whether their savings and investments will support their lifestyle for the full journey ahead.
You’re making some of the biggest financial decisions of your life, and getting them wrong can mean running out of money too soon, sacrificing lifestyle, or delaying the retirement you’ve worked so hard for.
You deserve clarity.
You deserve confidence.
You deserve a plan that makes your wealth last.
That’s where we help.
A 30-minute session with a qualified financial adviser who will assess your current situation and outline the steps that will strengthen your financial position.
You don’t need to prepare anything complicated. Just book your session, have a relaxed conversation with an adviser, and you may walk away with clearer direction. No pressure. No jargon. No obligation.
Tell us a few basic details so we can match you with the right adviser.
We talk through your current situation, goals, concerns and priorities — in simple, everyday language.
You receive a clear outline of where you’re strong, where improvements can be made, and the recommended actions to take next.
Your complimentary Financial Health Check breaks down:
How long your money is likely to last
Whether your current investments are aligned to support retirement
What gaps or risks could impact your future
What changes could strengthen your long-term security
No pressure. No obligation. Just the clarity you need to feel confident about your retirement.
Real people across New Zealand rely on us to support their financial journey.
Work with accredited advisers who understand the local landscape.
We make finance simple, approachable and free of pressure.
Your full financial picture is considered so every decision supports your goals.
We explain things clearly so you can take action with confidence.
Clients trust us to manage about $200 million on their behalf, and advise on more than another $800 million managed elsewhere.
Questions you might have:
Around 30 minutes.
Yes, completely free. No catch.
No. Though the more you are willing to tell us beforehand via an online form, the better the discussion will likely be. Think of it as filling in some health details before a check-in with a doctor or other health professional.
No. This session is obligation-free.
No. This only suits people who are open to take their finances to the next level.
Absolutely. Everything discussed is confidential.
Claim your Free Financial Health Check and get a clear view of where you stand.
No cost. No obligation. No pressure.
Please select yes if: