When you have a lump sum to invest, you want to make sure that it is invested carefully and in line with your needs, objectives, and tolerance for risk.

Retirement does not have to be a daunting thought, and for many having financial freedom is achievable. Talking to us today is the first step on this journey.

With the current low interest rates for deposits in the bank, investors are continually looking for better alternatives.

We can help you navigate this, provide a recommendation, with the right risk profile and the appropriate types of investments.

Do you have a pension in the UK?
Have you worked in the UK and left behind your pension?
Do you know what the tax implications are of leaving it in the UK?

For employers, keeping and attracting staff is more challenging, and staff are looking for additional value that their employer can add.

Most Kiwi’s either own or aspire to own an Investment Property at some point in their lives. With the changes announced to Investment property, the decision to invest needs to be carefully weighed against other options.