We are independent financial advisers
offering customised long term financial planning.
Investment Advice
Independent and personalised advice to suit your needs and lifestyle. Investment planning and ongoing advice – we’ll be with you for the long term.
KiwiSaver Advice
KiwiSaver is an easy and affordable way to invest in your future - and we can help to assess your current KiwiSaver account to ensure you are (and remain) invested in the best funds for long-term performance.
Financial Planning
Good investment decisions are made in light of your full financial picture. If required we offer guidance in all areas of financial planning.
UK Pension Transfers
Are you moving or returning to NZ from the UK? We provide specialist advice to ensure your transition is easy and tax efficient.