Making the complex clear and simple, so you can make informed decisions and take charge of your life.
We call it “from complexity to clarity”.
Comprehensive financial planning
Providing an integrated and structured approach to meeting your life goals through the proper management of your finances. Life goals can include buying a home, saving for your child’s education or planning for retirement. Financial planning provides direction and meaning to your financial decisions. The financial planning process consists of six steps that help you take a holistic approach to assessing where you are financially. Using these steps, we help you work out where you are now, what you may need in the future and what you must do to reach your goals.
Wealth management and investment advice
We ensure the value of your investment is enhanced through a structured, evidence-based, low-cost and effective approach. Unlike most advisers, we don't aim to pick winners or make short term decisions, but base our recommendations on long-term, proven and low-cost strategies. You could call it “boring investment” – and we do, with pride! Our careful and rigorous process increases the likelihood you’ll achieve your objectives, in a clear and transparent way.
Growing your wealth
We also help you accumulate wealth through the best combination of KiwiSaver savings and other wealth accumulation approaches.
Responsible and ethical investment advice
For those who want their investments to be consistent with their values, we also provide a range of state-of-the-art responsible and ethical investment solutions.
Retirement planning and KiwiSaver
A great retirement is based on a clear plan. Our service helps you determine retirement needs and goals, assesses current provisions such as KiwiSaver, and provides solutions for any shortfalls.
Personal risk management and wealth protection
We face many risks in life. Our personal risk management service helps you identify and assess key risk areas, and put in place strategies to minimise their impact to provide choice, cash and certainty. We'll review existing arrangements to determine their suitability as well as including solutions such as insurance, wealth protection will involve liaison with other professionals for areas such as wills and estate planning. Our recommended solutions are impartial, based on purchased research.
We provide a range of strategic, integrated financial solutions that help you make the most of your money. We’re passionate about working with clients who want to make a positive, sustainable difference to our world.
Let us help you build your legacy and enjoy the fruits of your labour.
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