Investment Planning

We offer a full range of services and our committed to offering all our clients quality personalised advice designed to meet and achieve your objectives.  We also place great emphasis on regular reviews and contact so we can adapt and amend the financial plan as your circumstances change through your life.  We offer:

 

Long term Savings

An investment portfolio that meets your demands and needs that can change with your own circumstances.

 

Superannuation

Be that workplace or individual kiwi-saver we will work with you to ensure you achieve your own retirement goals.

 

Pension Transfers    

If you have UK or Irish pension schemes we will review the appropriateness of a transfer to either an overseas scheme or New Zealand and help you invest and grow your funds in the most suitable environment.

 

Who we work with

We work with individuals, retirees, small businesses, high net worth individuals and trustees.