We’re experienced in working with clients like you — individuals, couples, family trusts, non-profits, and expats across New Zealand.

We are advisers only – not product providers, brokers, or fund salespeople. This means we can offer truly independent advice, free from conflicts of interest.

We keep it real through honest, open communication in plain language. Our goal is to get to know you well and provide a personalised service with a dedicated adviser who understands your situation and what’s important to you.

We also draw on the independent research and investment expertise of Consilium NZ Ltd, a leading provider of solutions to independent advisers and their clients.

To ensure your investments are secure, we use FNZ Custodians – a global firm operating in over 30 countries with US$1.5 trillion in assets under administration.