The first step to investing is having a plan.
We offer fully tailored financial planning that allows for a wide range of options designed to help you reach your financial goals and achieve financial freedom. We will work with you to grow your income, build your investment portfolio, and plan for retirement.
Our in-depth industry knowledge and connections allow us to build you a portfolio that includes not only managed funds through New Zealand’s leading fund managers, but also investment properties and businesses. Our holistic approach means that you have control, transparency, and options.
Our wealth advisers (AFAs) work with you to get to know your financial situation and educate you on your options to make your money work for you. We help you not only to create a plan, but to implement it and we work hand in hand with you to grow and protect your wealth.