PROVIDING QUALITY FINANCIAL ADVICE TO HELP YOU MAXIMISE THE LIKELIHOOD OF ACHIEVING YOUR DREAMS

ENJOY. TREASURE. LIVE.

We help make the complex clear and simple, so you can make informed decisions and take charge of your life. We call it “from complexity to clarity”. By working with us, you can tackle the world with confidence and achieve your dreams, knowing your financial ‘home base’ is protected. 

Like the majority of our clients, you’re probably “in transition’. You’re likely to:

  • Have accumulated savings and investments, but not sure if they will last
  • Be ‘suddenly wealthy’, such as through an inheritance, divorce, sale of a business or sale of a property
  • Be serious about saving – and now need to make some decisions

We help you plan and achieve five key life goals:

  • Helping and protecting your family
  • Enjoying and preserving your lifestyle – today and in the future
  • Planning for the future, so you can achieve goals and plans
  • Creating financial comfort, freedom and independence
  • Building a legacy for the people and causes you care about

 

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WEALTH MANAGEMENT AND INVESTMENT ADVICE

We help you manage and enhance your wealth through delivering the three core ingredients for success:

  • Effective investment consulting
  • Advanced planning that protects you & your assets and enhances future outcomes
  • Superb partnership with you and your professional network

Effective investment requires a structured, evidence-based, low-cost and effective approach. Many advisers and analysts claim they can pick winners and forecast markets – but there is no evidence they can do so consistently and predictably. Instead, we base our recommendations on the same long-term, proven and low-cost strategies used by successful investors, professionals and Nobel Prize-winners around the world:

  • Markets are efficient so don’t try to second-guess them. Instead, let them go to work for you.
  • Practice smart diversification, here and around the world
  • Invest, don’t speculate. Over time only a tiny fraction of managers and funds do better than the market after fees – it’s hard to identify them and they can’t do it consistently.
  • Take a long-term approach – avoid timing markets, instead invest in academically-proven sources of return 
  • Keep costs low

Combined with really efficient administration, our careful and rigorous approach will simplify your life and amplify the results, increasing the likelihood you’ll achieve your objectives. 

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.

ADVANCED PLANNING

We are all about planning for the best outcomes, managing for the worst. We have your best interests at heart. Effective wealth management also involves some or all of:

  • Wealth Enhancement – efficient management of tax and cash flow
  • Wealth Transfer – the right assets to the right people in the right way
  • Wealth Protection – managing risks through effective insurance and legal structures such as wills
  • Planned Generosity – charitable giving during your lifetime

In partnership with your existing advisers and those from our network of expert professionals, we’ll coordinate it all for you, and deliver the right solutions to give you peace of mind.

'FINANCIAL INDEPENDENCE' – MAKING WORK OPTIONAL

If you’re still working, we’ll help you plan for the day when you don’t need to. Rather than  ‘retirement’, we prefer to call it ‘making work optional’. Whatever you call it, we’ll help you determine needs and goals, assess current provisions such as KiwiSaver, and provide solutions for any shortfalls.

We’ll help you accumulate wealth through the best combination of KiwiSaver and other wealth accumulation strategies. 

COMPREHENSIVE FINANCIAL PLANNING

Are your life and finances messy and complex? We’ll provide clarity, helping you take an integrated and structured approach to meeting your life goals through effective management of your finances. Financial planning provides direction and meaning to your financial decisions. Our process helps you clarify where you are now, gain a clear and compelling picture of your future, and provide insight into what to do and how to stay on course.

WE BELIEVE IN LONG-TERM, TRUST-BASED RELATIONSHIPS, AND ONLY WORK WITH CLIENTS FOR WHOM WE CAN ADD SIGNIFICANT VALUE. OUR PROCESS IS THOROUGH AND RIGOROUS

PROCESS

BUILDING THE RELATIONSHIP


Peter offered us the chance to have an initial no-obligation meeting, which we took up. He spent much of that meeting really delving down into our values, relationships, who and what was important to us, but mainly what we wanted to achieve with our money.

Rob and Mary

Rob and Mary