SERVICES

Starting out on your financial journey?

You’ll need a good navigator.

They say a journey of a thousand miles begins with a single step. It helps if you’re facing in the right direction to start with. The financial decisions you make today will either get you on track for sustained happiness or send you off course into the wilderness for years to come.

No matter where you are along the road we can hop into the passenger seat, help set a course and keep an eye out for hazards. We’ll ensure there’s enough fuel to get you where you want to be. We’ll make certain you reach each and every destination with confidence.

Be it beginning work, advancing your career, getting married, buying property, consolidating wealth or preparing for retirement, we have the expertise and experience, the scope and capability for you to plan and prosper.

We can help with:

CASH MANAGEMENT

INCOME PROTECTION

PROPERTY INVESTMENT

INSURANCE COVERAGE

RELOCATION PLANNING

 

 

INVESTMENT GUIDANCE

BUSINESS OPTIMISATION

INCOME PROTECTION

ASSET SALES

Gaining momentum in your life?

We?ll keep an eye on the road ahead

Good financial planning helps you take ‘small steps’ and ‘bold leaps’. Great financial planning ensures each move is made 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.

We don’t offer a service for daytrippers. Instead we take the time with our clients to ensure they have expert, experienced financial guidance across the months, years and decades ahead. We help you set your goals. Then we work hard to ensure you make them.

We can help with:

INVESTMENT DEVELOPMENT

BUSINESS OPTIMISATION

INCOME PROTECTION

 

ASSET SALES

RETIREMENT PLANNING

POST-WORK LIVING

OUR SERVICES

Working with you to understand your present situation and future aspirations, then matching these with deeply researched investments that are clearly communicated to you

Retire

Arguably the single largest milestone in your life, we consider retirement planning one of our most important roles, and treat it that way, ensuring the plan starts now

Insure

We keep up to date with ever-changing insurance policies and aren’t tied to any one provider, so you pay the lowest premiums possible for the best policies

KiwiSaver

Helping you choose the right scheme for your circumstances, or tweak your approach to turn your KiwiSaver investment into a vehicle for achieving your financial goals

Milestone Navigator

See your future play out right in front of you, with our state-of-the-art visual scenario mapping tool

Currency Exchange

Take advantage of offers usually only made to high volume customers, and make meaningful savings on currency exchanges

Succession Planning

Coaching, timeline planning and general guidance around the sale of businesses can make the difference between a painful process, and one worth celebrating

New Resident Assistance

Make the transition from overseas seamlessly, by talking to a team who have helped hundreds find their feet financially in New Zealand