Experience has taught us that no two clients are the same. We understand that each of us has unique life experiences and plans for the future. Our job is to help you turn your financial needs and goals into reality. We do this by providing you with professional, expert advice on managing your financial affairs. So whether you want to plan for your retirement, save money, simplify your tax liabilities or find the best way to leave a legacy for your loved ones, we can help.
We'll unravel the complexities, help you understand your choices, establish a financial plan and recommend some solutions to help you achieve a better financial future. Covering important things like savings and investments, it's also a spending plan - providing you with the means to spend with confidence, and enabling you to enjoy the lifestyle you've worked so hard to earn.
The traditional approach to giving financial advice started with a risk profiling exercise and finished with a single portfolio recommendation. Instead we begin our conversations with a discovery process that allows our advisers to know and understand your financial needs and goals - we call this ‘needs-based advice'.
Once this discovery process is complete, our advisers are in a much better position to recommend how clients should allocate their money.
The outcome of this process is an individually tailored financial plan designed to meet each client's personal financial and lifestyle goals.
Our approach to providing advice to clients has been the subject of extensive research both in New Zealand and overseas. We have a culture of transparency and accountability.