We are independent financial advisers
offering customised long term financial planning.
Independent and personalised advice to suit your needs and lifestyle. Investment planning and ongoing advice – we’ll be with you for the long term.
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.