We work with you to create and tailor an investment recommendation to suit your personal goals and objectives. In addition, we help simplify the myriad of choices that you face when making financial decisions and put the terminology into everyday language.
We have been advising New Zealanders on how to invest their money for almost 30 years. This has taught us a thing or two and helps us provide you with the right advice to identify your goals, recommend suitable investments, and guide you through the twists and turns of the investment markets over the years.
We are specialist Financial Advisers and work independently of any organisation. As a result, everything we recommend is in your best interest.
We can advise you on traditional investments like equities, bonds, managed funds and investment property.
We believe in fair fees. Therefore, we will always let you know upfront what our advice will cost.
We can work on a time and cost basis and quote you a flat fee for our work if you prefer” Can we change the heading to Flexible
We are relationship driven and want you to know us, as well as we get to know you.
The best thing you can do is getstarted
When you are ready, get in touch.
An investment decision made today is better than one made tomorrow.
We will make time for a chat and let you know how you can get your foot on the ladder to achieving your goals, whether it be a lump sum you want to invest, a portfolio you want a second opinion on, getting started on your retirement savings or making sure your KiwiSaver is right for you. We can also help you with understanding if an investment property is right for you.
We have access to some unique software that can help you plan and give you a view of what your future can look like.