Wealth Management
Having a strategy that evolves and matures with you, in alignment with your financial goals and vision, will make a difference for your future.
Enhance your future
Growing Wealth
Growing wealth is far more than investment returns, it's about the behaviours we exhibit, the investment decisions we make and the opportunities we create. Our financial advisers will help you to develop a long term plan that provides you with a blueprint for financial success, focusing on the actions you can take now and into the future.
This will be supported by an evidenced-based investment strategy focused on supporting your needs, risk profile and other investment preferences. Let us guide you towards a future where your wealth not only endures but flourishes.
Key areas include:
- KiwiSaver
- Saving Strategies
- Cashflow Modelling
- Capital Events
Business Exit Checklist
According to research conducted by the Exit Planning Institute, 75% of business owners ‘profoundly regret’ selling their business within one-year post transition. Why is this?
Strategic Advice
Protecting Wealth
Protecting wealth is just as important as creating it. Our team specialises in crafting robust wealth protection strategies. We recognise that each client has distinct needs and concerns, such as considering investing in the name of your Family Trust or if you are an Institutional Investor, and we tailor our approach accordingly.
By implementing sound structures and risk mitigation measures, we safeguard your assets from unforeseen challenges. Our commitment to protecting your wealth extends beyond financial instruments – it encompasses a comprehensive understanding of your unique circumstances, allowing us to create a resilient shield in the face of uncertainties.
Key areas include:
- Business Sale
- Farm Sale
- Succession Planning
- Intergenerational Wealth Transfer
- How should my money be invested for my long term investment goals?
- How much should we be saving to investments compared to paying off our mortgage?
- How will KiwiSaver impact my future saving and investment goals?
- How can I best transition out of my business or farm?
We help you seek a clear plan that provides peace-of-mind, and which will allow you to focus on the things that are most important to you.
And when your circumstances change, we are always there to help realign your plan to your new situation and objectives.
If you are ready to have a conversation about your situation and how we can help, schedule a call with one of our team now.