We’re different.

We believe New Zealand investors deserve truly independent advice and the better outcomes this delivers.

We’re here to serve your interests.

Our Promise

Trusted independent advice

Our promise to you is that everything we do is in your best interests. Our financial advice is personalised and truly independent as:

  • The only fees we receive are those agreed to by our clients;
  • We do not manufacture investment products;
  • We do not receive product commissions or referral fees which frees us from potential conflicts of interest; and
  • We do not incentivise our advisers on commissions, instead they are rewarded on the quality of advice and superior service they deliver.

Integrity is part of our DNA and we have embedded it into our business model.

Experience

Our diverse, experienced team is unified by our values and desire to do things differently to achieve better outcomes for investors and New Zealand. We believe New Zealanders deserve more.

Giving back

Investing in our future

As proud New Zealanders, passionate about the value of good advice, we are committed to helping educate future generations to empower them to make better choices about their financial future. To do this sustainably, five percent of our profits will go towards supporting financial literacy in schools.

Our story

Working Together

We take a holistic and collaborative approach to managing your wealth. We partner with your family office and professional advisers, such as accountants and lawyers to ensure that we are all working together in your best interests to help you achieve your goals.

Important Information

Information contained on this website as well as the services, tools and material contained or described herein is only appropriate for viewing by Wholesale Investors.