Welcome to DecisionMakers
Specialists in retirement planning and tailored investment portfolio management
PLOT YOUR COURSE TO FINANCIAL FREEDOM & PEACE OF MIND
Choosing the right retirement plan or investment strategy is a big decision to make for your future, and it can be daunting – that’s why we’re here to help.
Our team is dedicated to your financial goals, applying over 100 years of combined expertise to create unique financial plans and investment strategies to get you where you want to be.
We empower our clients to make their best financial decisions, backed by our experience, knowledge and understanding of their goals and the options available to them.
We design tailor-made portfolios according to your needs, managing risk at the level that’s right for you and continually reviewing your investments to get the most out of them.
We are driven by what’s best for you – as a cooperative, we don’t answer to big companies or fund managers, and we aren’t driven by chasing a commission.
What can you expect from DecisionMakers?
Truly independent advice
We do not accept commissions in relation to your investment portfolio.
World-class risk profiling
We are one of the few NZ companies using the leading FinaMetrica Risk Profiling system and Morningstar research.
A collaborative approach
We work proactively with your legal and tax advisers to ensure a unified approach to managing your financial affairs.
Consistent processes
Our long-term performance data and testimonials from satisfied clients speak for themselves.
A robust financial plan
You will receive an easy to understand plan, tailored to your unique goals and needs.
Regular reporting
You will receive consolidated valuation and transaction reporting quarterly, with annual performance and tax reporting.
All our advisers are owners in the business and offer a friendly, personalised service to establish relationships that last for generations.
By making the right decisions, you can achieve financial independence and peace of mind in retirement.
Sometimes, your future isn’t just about yourself. It may be about creating security for your loved ones and setting up future generations for success.
Our focus is on your needs, your situation, and your goals. All of our investment and retirement plans are personalised so you can be confident we’ve got your best interests at heart.
You need a steady hand on the tiller, helping you navigate the economic weather toward the best outcome available.
With an experienced adviser at the helm, you can feel safe that you’re going the right way. We personally invest in the same assets we recommend to our clients – we trust our decisions with our own wealth, and want to guide you toward the same success.
We sought advice from close friends regarding financial matters. They recommended DecisionMakers. Colin has been exceptional in keeping us advised of what is happening in the investment markets. His professional knowledge and expertise in this field have ensured us that we know our portfolio is well managed.
Warren and Megan - Papamoa Beach
