Why You Should Use Our Services

We can cater for investment only and comprehensive financial advice clients

You might be quite happy with your financial affairs and only want advice in relation to a recent windfall (from say a property sale, an inheritance or your lifetime savings). We are happy to help with this, but that doesn't mean we won't want to help those who need budgeting, insurance or advice to help you start saving.

Advice which is easy to read and is written in plain, simple English

We hear from our clients all the time that less is more, the simpler the better. So we try and explain key financial concepts which affect you in simple English. You won't find any big words, just a focus on results for you.

We can provide consolidated, easy to read reports which encompass all your investments

We hear from our clients all the time that less is more and therefore recommend the use of an investment 'wrap account' which means all of your investments are wrapped into one easy account. This enables us to provide you with simple, consolidated performance, transaction and tax reports.

We have access to a universe of high quality investment products

We know that most of our clients get confused with so many investment options available. That is why we are here - to look at the total universe of managed funds, direct equities, bonds and debentures and choose only the best of the best products, which are appropriate specifically for you.

We can prepare for you a quality, concise financial plan with a focus on your goals

The centre piece of our advice will be a comprehensive plan which will focus on where you are, where we think you need to be and how to get there (and all the obstacles along the way). This is only the starting point however and we will work with you over the long term to ensure you achieve the stated goals.

We have a pricing structure and client service proposition to suit your needs

We have different levels of service depending on what you need. For example, if you only want to have advice in relation to a lump sum, we can accommodate that, but we can also deal with those of you who need comprehensive financial advice. Whatever your financial requirements are, we can help you.

Globally recognised, international research resources

We have access to research from major international research houses such as Morningstar, First New Zealand Capital and Standard and Poors. With their research behind us, we are in the best possible position to recommend investments for you.

Access to a network of well respected solicitors, accountants and insurance brokers (all designed to ensure you can achieve your goals)

We know that the best results come from a team. That is why we have an alliance with high quality professionals including lawyers, accountants and insurance brokers. They can help you by sorting out your Will, setting up a trust, organising your insurance cover or in a number of other ways.

We subscribe to internationally recognised compliance standards and are regularly put through a rigorous compliance review

We recognise that we need to be clear and transparent in the way that we give advice. That is why we work closely with Strategi Ltd, the leading provider of best practice and compliance services in the financial services industry. We maintain adherence to a best practice process and are regularly reviewed to ensure we are maintaining these standards.

We are all professionals and have the experience, knowledge and understanding to help you make the best financial decisions

We know that we can help our clients achieve their goals because we are qualified; we have the experience and the knowledge to make it work. We want to help you and we know we can.

WE CARE

We know that you are not a number - you are unique. So we will not be using a formulaic sales approach, but will take the time to find out what makes you tick. Our clients often become friends and we look forward to life long association with all of them.

If you do want to speak to an adviser, please click here for contact details