We concentrate on helping people get to where they want to be, by working out where that is, what choices they have and which will work best.
We are objective in our approach, and because of this we provide quick wins for clients as well as the power of aligning all of the financial aspects of your life with your long term financial goals.
Our strategic competitive advantage is:
- Objective, we get a broad range of often conflicting technical areas aligned
- Get quick wins, using independent research weget effectiveness across these areas immediately as we are technically proficient
- Long term gains; By regularly ensuring that all your financial decisions actions and structures are working to maximise the probability that your financial objectives will be met.
Points of difference
- We are authorised financial advisors, Certified Financial planner with 8 years advice experience.
- Local chairperson and member of the Institute of Financial Advisors, and follow their strict codes of ethics whose penalties are significant.
- Expert in investments with a Bachelors degree in Commerce and graduate diploma in Financial Planning.
- Expert in small/medium business insurances including ACC management.
- Use independent research and then provide direction on the best options for your individual circumstance.
- Not aligned to a particular company can offer impartial advice, representing you to the financial services industry, not the financial services industry to you.
- Provide a holistic approach across a broad range of financial areas of people’s lives ensuring best chance of financial goals being met.
- Independently audited to ensure we follow and exceed ethical, legal and code of conduct obligations.
- A track record of market leading risk based returns.
- We provide massive diversification as well as the oversight of both an independent custodian and independent trustees.
- The funds are managed by an expert team of specialists that buy and sell daily, with monthly review of allocations to sectors, and ongoing strategic and tactical reviews.
- Advised hundreds of clients and have a context over how some people are rich in old age and others are not and can apply this to your benefit.
- Use market leading secure technology, including cloud , to protect your privacy
- All investment operations are overseen by independent custodians, independent trustees and the Financial Markets Authority.
- Mistakes, errors and fraud or theft are contractually guaranteed to be recompensed and/or indemnified through Professional indemnity (note market fluctuations are not covered).
We continually ensure that financial decisions, actions and structures are working to maximize the probability that your financial objectives will be met.
Sat with hundreds of clients and have a context over how some people are rich in old age and others are not.
Saved a guy $20,000 on his companies key person covers
Saved an engineering company $30,000 on their ACC
Told 4 clients, in the last year they should stop working so hard, and showed them how they could fund their lifestyle with more free time.
Saved one investor $4000 on fees, and $7000 in tax in one year.
Told one guy he could take his wife to Europe for their dream trip, and still have enough money to retire.
Successfully navigated the worst financial crisis in living memory and no client ever lost a cent ($8 billion lost nationwide)
Helped 3 families buy their first homes through Kiwisaver
Secured the value of a multi million dollar business after a partner got gravely ill
Bought four other practices, now have in excess of 2000 clients at the top of the South