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