Why Choose Us?

• * 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 believe in honest, open communication using 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 draw on the independent research and investment expertise of Consilium NZ Ltd, a leading provider of solutions to independent advisers and their clients.
  *  We use FNZ Custodians to ensure your investments are secure – a global firm operating in over 30 countries with US$1.5 trillion in assets under administration.