Local. Independent. Trusted for over 50 years.
There are bigger names in wealth management. There aren't many more local, more independent, or more invested in Northland than us.
Of local investors told us a clear fee structure is the number-one thing that earns their trust. So we keep ours simple and explain every dollar in plain English, before you commit to anything. No layered charges, no surprises, and none of the overly complicated fee structures charged by the big fund managers and banks.
Would rather take advice from a local firm than a national brand. We're based in Northland, we live here, and when you need us you get a short drive and a familiar face, not a call centre in another city.
Rate transparent communication among the things they trust most. We don't hide behind jargon. If we wouldn't say it across the kitchen table, we won't put it in your plan.
Value a long history. We've been building Northland clients' wealth since 1968, through every kind of market, and we're still family-owned and locally led. We're not going anywhere.
We're not owned by a bank or a fund manager. We build portfolios of direct securities that give you control and flexibility, and we recommend what fits you, not what we're told to sell.
Of locals have never spoken to an adviser, often because they assume it's not for “people like them.” It is. We start with a free, no-pressure conversation and a plan built around your life, whatever stage it's at.
Wealth
