What to
Expect

Our financial guidance and services set higher standards for your financial well-being, ensuring we're on the same page.

Modern abstract illustration

Track your portfolio with your unique login

Your unique login will track your portfolio’s individual progress, from headline valuation to the minutiae of every transaction.

Modern abstract illustration

Capital Management and Strategies

Expert capital management with strategic, innovative approaches for maximizing asset growth. You choose how far you want to go.

Once “airborne”, with client documentation complete and having met the compliance hurdles, we are in the blue air with little administration turbulence.

Abstract dramatic mountain image

To monitor your investment portfolio, simply connect to the internet. Our online software offers comprehensive analysis, providing you with the peace of mind that your wealth is being managed effectively.

While we manage your money, all assets are held in your name. We advise, and you make the final call. Our aim is to work alongside you, not for you.

Demo company logo
Michael, Ewen and their team have consistently demonstrated their expertise and promptness in all their dealings with us. Their friendly and professional approach, coupled with their clear communication of the strategies they recommend, has been instrumental in the successful growth of our investments.
Cucasian middle-aged businessman
John & Marinda
South Island, New Zealand

We give you everything to meet compliance standards and transparency. Here's what we offer.

You can access comprehensive overviews for each investment, along with web links to the provider's business proposition and compliance documents along with supporting research.

Market events that impact your portfolio trigger an email alerting you to a personal message in your online portal. Implementation/comment is actioned online. We are only a call or email away.

An automated (AI), dynamic review process includes weekly checks, asset allocation and investment exposure in line with your mandate with Green, Amber and Red alerts.

Existing investments undergo annual and market-triggered evaluations, and changes are recommended as needed. Sometimes, we suggest retaining current investments.

To effectively manage your investments, it's important to make sure investments are easily accessible. It's also crucial to carefully plan for any drawdown needs.

Consideration is given to tax effectiveness when selecting investments. Annual tax reports provide guidance on selecting the most efficient tax option and completing the relevant sections of your IRD return form.

Get in Touch

Contact Us

Please fill in your details below and we’ll be in touch.

Name
Email
Message
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.