WEALTH & RISK MANAGEMENT SPECIALISTS

Investment

Everyone wants a successful investment experience but few manage to achieve it. Our advisers will share their knowledge and show you how to create long-term wealth.
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Insurance

We all need a plan to protect our assets, family, income or business in the event of an untimely death or disablement. Our advisers will provide you with a cost effective insurance solution tailored to your individual circumstances.
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News

January 2012 – Portfolio management fees are only the tip of the iceberg
Everyone knows that the majority of an iceberg is below the waterline, typically eight-ninths of the volume.  What is less well known is that fees on an investment portfolio often work the same way.
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Our new Authorised Financial Adviser Josh Boston is now an Authorised Financial Adviser, so can provide advice to all clients on wealth management solutions.  As well as being an AFA, Josh is also a Chartered Accountant (CA) and has a law degree, so is a knowledgeable individual.  Contact Josh today if you want to start working towards achieving your financial goals and dreams - email Josh or call him 0800 878 961.

Important changes from
1 July 2011

The Financial Advisers Act (2008) came into full effect on 1 July 2011, governing the financial services industry in New Zealand and introducing new obligations on those who provide advice. 
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