What We Do

We take the time to understand your current situation, your future goals and what is truly important to you.

a financial plan for life

How we help

We work with you to develop a financial plan and investment strategy and implement it through the ongoing management of your wealth and our regular touch points.

This allows you to make better and more efficient decisions, optimise opportunities to achieve your objectives, clarify where you stand and where you are going, and provide overall peace of mind.

Growing and Protecting Wealth

We understand the importance of protecting your wealth and assets to support your retirement and future generations.

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Retirement Planning

Great retirements start with great retirement plans. We help you plan financially secure and fulfilling retirements.

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Investing for US Citizens

We help you navigate the complexity to comply with the investment landscape and tax codes of two countries simultaneously.

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UK Pension and Investor Visa

For UK expats, returning Kiwis or international investors, our specialist advice can help navigate complexities and provide you with investment solutions to meet your needs.

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We also help with

Cash Flow Modelling

Together, we develop a lifetime cashflow model to ensure that some of your funds go toward achieving your most important goals, while maintaining your desired lifestyle.

Tax Structuring

We work with you and your accountant to ensure you have an efficient ownership structure based on your tax situation.

Estate and Legacy Plan

We help you review your estate plan and work with your lawyer to ensure a clear plan for your assets for the next generation.

Risk Assessment

Our advisory team will assess and evaluate potential threats to achieving your objectives, taking into account the level of risk you are comfortable with.

Strategic Advice

Our process ensures we understand your unique circumstances and most important goals. Giving you peace of mind that you are on track and the confidence to live your ideal life.

Ongoing Portfolio Review

We ensure that your investments meet your current and future needs over time, knowing that change is the only constant in life.

Keeping you informed

We keep you informed about changes in the financial markets, potential impacts on your investments, and opportunities to adjust your strategy as necessary.

Ongoing Support

Our advisers will build a long-term relationship with you and provide ongoing support and education. This empowers you to make informed decisions about your finances and understand the rationale behind the advice given.

A Trusted Partner

Value of Financial Advice

Those who seek professional financial advice tend to experience greater satisfaction with their financial situation and feel better equipped for the future. They exhibit increased confidence in their financial choices, a sense of control, improved clarity and peace-of mind.

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Focus on your values

Investing sustainably

Investing for financial gain and doing good do not have to be mutually exclusive concepts. We offer a range of sustainable investment solutions, enabling you to express your social and sustainability values through your investments.