Helping you make confident, wise and informed decisions

Your life is a puzzle of family, lifestyle, health, wealth, and future dreams.

Understanding each piece is key to building a strong financial future. We start with your goals and work backwards to create a clear, tailored plan that aligns with your values and priorities. As your life evolves, so does our approach. With expert guidance and proven evidence-based strategies, we’re here to help you make those decisions with confidence.

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.

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.

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.

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.

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.

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.

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.

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.