Services
Financial Planning Advice
Our objective is to help position our clients finances in such a way as to achieve their stated financial objectives.
Our intention is to manage a portfolio of investment assets and in that regard, we are specialist investment advisers -developing, implementing, monitoring, and reporting on a range of investment options, tailored together in such a design as to achieve those future financial goals.
Product Advice
We provide product advice on direct Equities (Shares), Bonds (Fixed Interest), Managed Funds (including multi & single-asset-class and KiwiSaver) both listed and unlisted.
Term Deposits and Cash management accounts are also included in our portfolio construction.
Investment Options
We follow an advice process that ensures our recommendations are made based on what is best for our clients’ stated goals, given their circumstances and the conditions of the markets.