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Disciplined, Evidence-based Strategies
We believe that understanding all the puzzle pieces of your life is the cornerstone of creating a strong, long-term financial plan. By discovering—and continually rediscovering—your evolving values, goals, and challenges, we ensure that your personal and financial priorities are always aligned. We start with where you want to go and work backwards to design a clear, tailored path forward. With expert guidance and evidence-based strategies, we are committed to providing insightful advice and empowering you to make informed and wise decisions with confidence.
Core Solutions
01
Asset and Investment planning
We assess your current financial situation, including assets, investments, and liabilities, and recommend solutions based on your objectives and risk tolerance. We review and optimize existing solutions to ensure they align with your future ambitions and plans.
02
KiwiSaver
We assess your current KiwiSaver situation, including contributions, investment choices, and risk profile. We recommend solutions tailored to your goals and risk tolerance. Our suite of award-winning KiwiSaver providers includes Milford Asset Management, Booster, and ANZ OneAnswer, give you choice and options.
03
Current and Future Planning
We help you envision your ideal future by assessing your current situation and future financial income sources. Our comprehensive services include detailed projections and regular reviews to track your progress and ensure your success.
04
Cash Management
We evaluate your current and future income needs, while also helping you project your spending and savings expectations. This comprehensive assessment ensures your financial plans align with your goals.
05
Taxation Planning
We evaluate your situation and investment solutions, considering your broader tax circumstances to identify any implications and areas needing attention. We coordinate with your existing professionals or refer you to specialists, facilitating this process as needed.
Advanced Solutions
01
Estate and Succession Planning
We review your Wills, Powers of Attorney, Trusts, and related documents to ensure they align with your wishes and circumstances. We are not legal specialist but coordinate with your legal professional or recommend specialist advice as needed.
02
Personal and Asset Risk Managment
We assess potential risks to your financial objectives, such as loss of income or health events, house, content and car and review your existing insurance coverage. We coordinate with your risk professionals or recommend specialist advice to ensure appropriate protection and regular reviews.
03
Other Services
Not our core focus, but we offer additional services, including international superannuation and pension funds, or can guide you to the right resources. Feel free to reach out to us, we’re happy to help.
Some Of The Firms We Work With
