Financial Services

We offer Financial services throughout New Zealand in Christchurch (chch), Auckland, Wellington, Dunedin, Nelson and the Otago and Canterbury regions

How We Help

As we’ve already said – our clients come first – every time.

This means that we offer our clients rigorously independent, transparent, low-cost, and academically-based wealth and investment management, with dedicated and ongoing advice from highly qualified and experienced advisers who are committed to your financial well being. Which means you can enjoy faster wealth creation with less risk and ultimately, greater success.

Our clients include individuals, families and businesses, with a wide variety of wealth

management needs, who we work alongside to put their financial houses and plans in order so that they are able to enjoy the freedom and peace of mind that comes from knowing they are on the right path. We often assist families and individuals who find themselves with new responsibilities when unexpected life events occur.

Please see below for further detail on each of our Wealth Management service areas:

Ready to take the next step?

Managing your wealth is a very personal subject, one we should discuss in a more personal setting. Here are a few different ways to learn more about us and get in touch with us:
  1. Give us a call on: 0800 864 164
  2. Tour our website further to understand how we can help you.
  3. Subscribe to our e-mailing list below.
  4. Leave your details with us and we will contact you.

Arrange a no-obligation consultation

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