Independent, Comprehensive
Investment & Financial Solutions
Your goals, our expertise
Our approach to your financial future
We specialise in independent financial planning, investment advice, retirement planning, and reviews of estate planning arrangements, including wills and trusts.
Our tailored strategies are designed to secure and simplify your financial journey. With a focus on delivering genuine value, we help you set clear goals, make informed decisions, and build and protect your wealth to deliver the future that you want.
What we do
Key principles
Diversified Portfolios: The approach we employ in developing multi-asset portfolios is based on long-standing investment principles, backed by independent research on the economic environment, market trends, and the available investment options. Each portfolio is custom-built and tailored to your specific needs, starting always with an in-depth understanding of your circumstances, goals, and an appropriate risk profile.
Independent Advisory: As a non-aligned advisory firm, we are free to explore the full spectrum of investment opportunities. This independence allows us to recommend options that best fit your unique situation, without the influence of in-house products.
Research: As proud members of The Independent Adviser Alliance Limited (TIAA), we collaborate with five independent advisory firms across New Zealand. This partnership strengthens our research capabilities and keeps us ahead of the latest investment trends. TIAA is dedicated to enhancing the quality of research and providing a professional consultation network that benefits both member firms and their clients. Collectively, our member offices manage over $400 million in client investment funds. To further elevate our services, we partner with Makao Investments, a New Zealand-based wholesale investment advisory firm led by Chartered Financial Analysts (CFA).
Ongoing Monitoring & Reviews: If you choose to work with us, we’ll develop a comprehensive investment plan tailored to your objectives and present it to you personally. Regular quarterly monitoring and portfolio reviews are essential, as both market conditions and your personal circumstances can change. We aim to meet with you at least every 12 to 18 months to review your progress and ensure your investments remain aligned with your goals.
Begin your financial journey
Meet with Stephen to share your goals, discover our approach, and learn how we can help you grow and protect your wealth. We’re here to listen, guide, and determine if we’re the right fit for managing your financial future.
Let’s talk – we look forward to meeting you!
