100% NZ and here to stay

With offices in Auckland, Tauranga, Wellington, Christchurch and Dunedin, we are now one of the largest, wholly NZ-owned, independent companies specialising in financial planning in New Zealand.

We were established in the late 80's and the original founding members of the business are still actively involved in its day to day management over 20 years later. During that time, we've seen a lot of competitor's businesses come and go and a lot along with many their of investors getting burnt by the allure of high return and seemingly safe investments. Our clients have avoided these problems because of our passionate belief in careful research and a long term investment strategy.

Our success is based on

Our values - people first

Our people - some of the most qualified and experienced in the industry

Our process - our advice is based upon a holistic planning process underpinned by high calibre research performed completely independent of banks, insurance companies and finance houses.