Important Information Disclosure
In New Zealand, financial advice firms are frequently owned, in part or in full, by the banks, platforms, and insurers they recommend. This structure can create incentives to prioritise in-house solutions.
You deserve better.
Because we are free from any sort of institutional ownership or control, you gain access to a broad range of market choices designed to support your financial freedom.
Your success is our primary priority.
You join thousands of New Zealanders who have gained greater control over their financial future, and entrust our advice when investing over $1 billion. Your strategy is backed by a firm trusted by major government departments and leading companies nationwide.
You receive a bespoke roadmap built for your goals.
Since no bank or platform provider owns us, your plan is supported by a model designed to reduce the product-linked incentives that can exist in some advice firms.
You get direct access to a nationwide team of professionals who make complex strategy simple. Connect via video call or at our Auckland and Christchurch hubs for a truly boutique experience.
If needed, the convenience of having your investments, insurance, and mortgage strategy working in sync.
You gain assurance every part of your financial life is working together for your financial freedom.
You receive expert advice across investing, insurance, and mortgages. Free from bank ownership and product quotas, our nationwide team focuses entirely on your financial freedom.
Build long-term wealth with expert guidance on smart property investments.
Create a personalised investment plan to reach your financial goals with confidence.
Protect your family and financial freedom with cover tailored to your life and needs.
Protect and grow your assets today for a seamless transition into retirement.
Unlock the capital you need to scale your portfolio and accelerate your financial freedom.
Make the most of your KiwiSaver Scheme account with advice that matches your future goals.
Getting onto the property ladder, stepping up a rung or buying the whole ladder, our mortgage brokers will find you the best mortgage deal to finance your plan and get you where you want to be.
Having dreams in life is great, but without a map to guide you it’s easy to get lost. You may think you have a plan, some advice here, some advice there, but is your plan all working off the same playbook? Does your mortgage adviser talk to your investment specialist? Do you discuss investment strategies with your insurance adviser? The truth is, if that isn’t happening, your plan isn’t truly built around you, which means you’re probably missing out.
Luckily, our business is designed to solve this for you. We’ve pulled together a team of experts in every field who will work together to develop a financial plan just for you. A plan that helps you achieve those dreams, but also ensures you can still live the life you want now.
Having a solid investment plan in place is a great way to build for the future, but what investments should you choose, how do they work and should you focus on one or a number?
All too often we see people focussing all their efforts in one area, while missing opportunities elsewhere. That's why developing an investment plan is key.
Kiwis love life. And we all want to look after what we have - our family, our finances and our possessions. But what insurance do you actually need and how much?
If you’ve been thinking about updating your insurance, had a change in circumstance (e.g. new house, had a baby, started a business), or if your insurance is simply weighing you down, let us help you get cover that gives you security without breaking the bank.
Every year you wait will cost you later in life.
Whether you are looking to protect a legacy you have already built or you are ready to accelerate your path toward financial freedom, the right strategy is like a proven recipe. By combining the right market-wide tools in the correct order, you secure the results you deserve.
If you have already secured your wealth, you gain a partner dedicated to its growth and preservation. If you are still building, you get the roadmap used by those who have already reached their goals.
You can start with a complimentary financial health check to see exactly where you stand.
With hubs in Auckland and Christchurch and a dedicated presence in Wellington, our team serves clients across the entire country. You gain the reach of a national firm with the personal touch of a boutique partnership.
Follow us on social media to see what we’re working on and what inspires us. We love connecting with our community and sharing helpful content along the way.
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