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:
We help you plan and achieve five key life goals:
We help you manage and enhance your wealth through delivering the three core ingredients for success:
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:
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.
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:
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.
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.
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.
Rob and Mary