We are independent financial advisers
offering customised long term financial planning.

Investment Advice

Independent and personalised advice to suit your needs and lifestyle. Investment planning and ongoing advice – we’ll be with you for the long term.

 

KiwiSaver Advice

KiwiSaver is an easy and affordable way to invest in your future - and we can help to assess your current KiwiSaver account to ensure you are (and remain) invested in the best funds for long-term performance.

 

Financial Planning

Good investment decisions are made in light of your full financial picture. If required we offer guidance in all areas of financial planning.

 
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UK Pension Transfers

Are you moving or returning to NZ from the UK? We provide specialist advice to ensure your transition is easy and tax efficient.