Look beyond today’s horizon

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 your KiwiSaver 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.

See who’s who

 

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.

See our services