“If you don't find a way to make money while you sleep, you’ll work until you die.” ― Warren Buffet
Investing is a critical part of long-term wealth creation. And as an investor, you deserve an adviser who can help you navigate the complex and ever-changing investment landscape to achieve your financial goals.
There is a huge universe of investments out there, and working with a professional adviser will help you make sense of your options, risks, and potential returns to make the right decisions to maximize the chances of reaching your goals. We work with investors of all sizes, including those just getting started, impact or socially-focused investors, and investors with substantial assets already who are looking for more professional support.
Bespoke Portfolios
We’ll work with you to understand your investment goals, personal investment values and principles, and your appetite for risk, to we’ll develop a portfolio and investment plan to suit you.
Tailored KiwiSaver Funds
Whether you’re saving for a first home deposit, growing your KiwiSaver for the long term, or nearing retirement, we’ll design a tailored portfolio to fit your needs.
Social and Impact Investment
We work with clients who want to make sure that their funds are being invested in a socially responsive way, as well as others looking to have more direct impact with their wealth by working with causes and businesses they care about.
Professional Management
You’ll have the peace of mind that comes with knowing your money is being managed by experts who are dedicated to helping you achieve your financial goals.
Employee Schemes
We can advise clients who are invested in private and venture capital backed companies, including clients who hold shares through employee compensation or share purchase schemes.
We Make the Detail Easy
We make your investment journey as smooth as possible, including secure custody of your assets, ongoing monitoring and performance reporting, an online investment portal, and annual tax reporting.
Want to learn more?
See some of our recent investment-related posts here.
Bitcoin ETF trades reach $4.6Bn on first day of listing
Top stocks of 2023
Our 60-second summary of the US stock market in 2023
Ready to get in touch?
Get in touch now for a free no-obligation chat about how we can support you and your investment needs.