Important Information Disclosure
A tried and tested process to create or maintain lasting wealth
We strive to get you wealthy or keep you wealthy. Your success is our success.
Your team of experts, working together
To suit your phase of life, your circumstances, and what you want to achieve
This tried and tested process delivers a personalised and carefully considered blueprint for choices in life.
It might only take a half-hour call with us to go through your current situation, your future ambitions, your preferences, and your risk and return profile. Just like a traditional health check, it’s about fully understanding your overall health.
We have a team of specialists across different areas of financial services, as well as access to external consultants. Using their expert insights, we'll develop a plan best suited to your current and future situation.
The team collaborates to harness wider expertise and ensure everything is taken into account. Together, this will enable your financial adviser to model different scenarios and determine the best way forward to suit your unique situation.
We then work with you to ensure that the plan fits your ambitions for both now and the future. We then help you implement the actions you decide to take.
We check in regularly to ensure your finances match your evolving needs. Our business is built on relationships and delivering value at every step.
Your long-term success is our success!
We’ve helped grow and maintain wealth for thousands of New Zealanders.
Whether you're still building wealth, or you're already wealthy, we're standing by to help you achieve your dreams.
The more financially successful you become, the more you're going to need us. That means your success is our success. We’re a business built on long-term relationships, and we're licensed as both a Discretionary Investment Management Service (DIMS) provider and Financial Advice Provider (FAP).
Depending on the solutions you implement, our business might be paid a combination of fees and commissions, which will all be agreed upon beforehand and transparently disclosed to you. All our advisers are paid a salary, not commissions, so you can be sure our whole team is focused on achieving good outcomes for you. You can learn more at our online disclosure.
Our interests are aligned: we want to get you wealthy and keep you that way.
