We are asked all the time: Do I even need a financial adviser? At what point does a do-it-yourselfer need a financial collaborator? The answer is different for every person. We have clients who are looking to build wealth, looking to protect wealth, and looking to pass wealth onto the next generation. In other words: We serve every type of investor.
Whether you’re looking for just one specific service – like a tertiary savings plan for your children or an investment account to supplement your KiwiSaver – we can help. In fact, we collaborate with you to help you pursue your goals.
Our team brings years of experience and highly specialized education and training. But more than anything, we want to deliver on our promise: