Look beyond today's horizon
New Client?
Existing Client?
The journey starts here
Stay focused in your direction, momentum and coordination.
No matter where you are in life good financial guidance can make a world of difference. With far-reaching vision and expert measures we provide assured, empowered direction. We'll get you where you want to be.
KiwiSaver
What's important to you?
It's one of New Zealand's most overlooked investment opportunities. With our focus on your goals you can keep KiwiSaver investments in plain sight and travelling in the right direction.
The trip of a lifetime
Accelerate with confidence.
Be it buying property, consolidating wealth or preparing for retirement, you need diligent, innovative and holistic financial planning to make the most of what you've got - and to get what you need.
Testimonials.
We pride ourselves on our
financial advice, support
and outcomes.
See what our clients have to say...
"I am very grateful for his support and compassion during a very difficult time in our lives. Richard’s company’s by-line is “Life is a journey, get good advice”. To this end I could not provide a better endorsement for Richard and his team for what they have done for me and my family"
Philippa Draft
Meet the team
Our guides
With our offices throughout New Zealand you can be sure sound financial guidance is always close by.
Find the future
Your pathway
Good financial planning helps you take 'small steps' and 'bold leaps'. Great financial planning ensures each is made with confidence.