How we work
Understanding your needs is our first priority. Sharing out independant processes which put clients first is the second priority
Client Profile
Investing your money has a risk factor no matter what you invest into and who your investing with. Therefore you will have to fit our client profile.
Discovery Session
Without any cost or obligation to proceed, a one-hour discovery session is open to those who complete an online "Personal Financial Map".
Many financially self-harm by making inappropriate investment decisions. Over 30 years, we have seen it all. Whilst there is never a straight line, there are ways to navigate the challenges.
As a boutique advisory, we work alongside a limited number of new clients per month. We know our clients well, some for 35 years.
We are privileged to be trusted by a diversified client base of professionals and retired kiwis:
Members of the Judiciary, a Judge, Barristers, Lawyers, Detectives, Business Owners, Trustees of Charitable Trusts, Medical Consultants, Doctors and Nurses, University Professors, CEO’s of major enterprises, Business Consultants, Ministers of Religion, Aircraft Engineers, IT Professionals, Hospitality Managers, Logistic Specialists, Teachers, Architectural Designers, Operational Managers, Farmers, Senior Military Personnel, Veterinarians, Librarians, Social Entrepreneurs, Builders, Meteorologists, Chemists. All solid kiwi folk who are keen to take advice and make their investments work for them.
We know our clients well
Our client profile
Our clients are at the heart of everything we do.
In order to work with you we’ve got to understand your needs and be on the same page to recommend an investment portfolio to you.
If this appeals to you, it's time to talk to us.
Someone who is comfortable with some level of volatility if it could lead to better long-term returns?
Someone who has between $200,000 and $4 million to invest?
Someone who has a holistic approach to investing?
Someone who has a New Zealand citizen or permanent resident?
Ready to talk?
Speak to a real adviser — call 03 377 8046, Mon–Fri 9am–5pm, or send us a message.