How Can We Help?

Our team of financial advisors are here to help you get maximum benefit from your hard-earned money. We’ll support you to make sound decisions, backed by the latest research, and ensure you’re heading in the right direction. If you want to achieve your financial goals faster and with less risk, you’ve come to the right place.

 

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  • 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 your money will provide the best possible returns, 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, rather than 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.

Financial Planning

Our team can support you to make sound financial decisions at every stage of your life, whether you’re buying your first home, budgeting for a better lifestyle, or planning your retirement and estate.

Pension Transfers

We make the process easy by facilitating your transfer, and then offer recommendations on how to re-invest your funds wisely.

Wealth Management

We specialise in providing investment advice, based on thorough, up-to-the-minute research. We can help you move forward in the right direction and make sure your assets are well-protected.

Would you like to arrange a free financial advice appointment?

 

Contact us