Financial Planning for all Kiwis
Partnering with your Financial Freedom
Our Business is your financial well being.
You'll work with a dedicated and experienced advisor, who will get to know you, your goals and completely understand your situation.
Weather you are looking to make a start in Investing, or have invested all you life, your advisor will tailor a plan that suits your goals, lifestyle and future needs. You'll be involved in the the process the whole way through so you know where you're money is invested and how it is managed.
Our advisors are just a phone call away and the team can provide you with up to date portfolio valuations, market information and pricing and tailor a customized portfolio that suits you.
Our advisors can access a wide range of local and global markets and can advise you on diversified funds and help work out the best strategy for you and your money moving forward. Our range of services and industry partnerships means we can help every kiwi access the financial markets and make informed decisions.
Our advisors work to ensure they know your goals, financial needs and help to educate you to understand the markets and financial systems.
Our range of industry partnerships mean we can provide you access to most global markets, managed funds and cash management facilities. In a cost effective way.
We will make Tax time easy, by ensuring you understand the tax implications of you investments and providing regular updates on your investments and tax positions.
We constantly monitor markets, so if the situation changes we can adapt your investments to suit. We have access to a range of research and can keep you updated on markets, funds and companies around the world.