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.
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.
You will receive consolidated valuation and transaction reporting quarterly, with annual performance and tax reporting.
Take the first step toward a confident future.
Find out more about DecisionMakers investment portfolio management and retirement planning services.