What We Do.

Our most comprehensive investment advice service, for clients who want structured, personalised advice and an actively managed portfolio.

Your Financial Adviser develops an investment plan around your financial position, goals, timeframe, income needs and tolerance for risk, then actively monitors it as markets and your circumstances change. You have a primary and secondary adviser, quarterly portfolio reporting, regular six-monthly and annual reviews, and administration handled through an independent custodian with an annual income and tax summary.

There comes a point where the goal changes.

It may no longer be about building wealth as quickly as possible, but about using what you have built to support your lifestyle and create a regular retirement income. Whether it is a nest egg, an inheritance, the proceeds from selling a business or farm, or savings built over time, we help structure your money to provide a reliable income, with your portfolio managed by a local adviser so you do not have to manage the day-to-day decisions yourself.

For investors who prefer to make their own investment decisions but want the administration handled for them.

You choose your investments and stay in control. We buy and sell shares and bonds in line with your instructions, hold your portfolio in one account through an independent custodian with access to local and global markets, and provide quarterly portfolio reports, an annual income and tax summary and secure online access. Our Financial Advisers can provide information and research, but not personalised advice on whether an investment suits you.

An execution-only sharebroking service for investors who want to make their own decisions, supported by our Whangarei sharemarket specialists.

You decide what to buy and sell. We arrange for trades to be executed and settled through third-party providers in accordance with your instructions, with access to NZ, Australian, US, UK, European and Asian markets, plus market commentary, investment research and company insights. We do not advise on whether an investment is appropriate for your situation.

KiwiSaver is likely to be one of your biggest assets, and it deserves more than a set and forget approach.

A KiwiSaver Review looks at your provider, fund and contribution settings against your goals and timeframe, with modelling to show potential long-term outcomes and personalised recommendations in writing. For investors wanting a more bespoke approach, KiwiWRAP allows your KiwiSaver investment to be managed as a portfolio across multiple fund managers.