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.

"You have to learn the rules of the game. And then you have to play better than anyone else."

Albert Einstein

1879 - 1955

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.

BOUTIQUE ADVISORY

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 has a holistic approach to investing?

Someone who has a New Zealand citizen or permanent resident?

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?

Get in Touch

Contact Us

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