Wealth Management

Investments

How you invest your money can have a big impact on your future lifestyle. Our team provide expert knowledge, based on their extensive investment experience and the latest financial research. We can recommend where to invest your money that will give potentially better returns overtime, taking your risk profile into account. This includes looking at your KiwiSaver, an investment stream that is often overlooked.

Because we’re fully independent, we can support you to consider all the options that will best suit you. We thoroughly investigate every financial product before we recommend it. We want you to succeed and we're driven by performance, as we're a fee-based practice only and not driven by commission.  Our up-front approach means we’ll tell you if you have a good or bad investment in your hands.

We’re also in it for the long haul. We will build an ongoing relationship with you, review your investments regularly, report how they are performing and actively seek out new products in the market to consider if any might work better for you.

Risk management and asset protection

You’ve worked hard to build your wealth and it’s crucial that you have the right protection in place to maintain it.

Our team can analyse your situation, provide advice on the level of cover you need and then connect you with the appropriate insurance specialists.

You’ll also need to consider additional steps to future-proof your assets, including estate planning, wills and power of attorney. We can collaborate with other advisors such as your lawyer, accountant and trust specialist to ensure your assets are protected from every angle.

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