When to Work With Us

• You need to increase your Savings in addition to your KiwiSaver
• You have received an inheritance, sold your business or other assets and need an investment proposal
• Intend to produce a secondary income stream
• Want to keep your hard earned capital safe and protected it from being reduced by inflation over time.
• You understand the benefits of having a diversified approach to a range of investment options
• Need an independent review of your existing personal or business insurance to ensure it meets you needs.
• Life changes suddenly and you are on your own but need advice independent of your family.
• You are Trustees of a Trust or Estate and want to appoint an independent financial advisor
• You are an employer and want to have a professional manager oversee “Your” Employer chosen KiwiSaver Scheme.
• You want us to buy and sell shares on your behalf
• You want to appoint a professional manager to manage your money because you don’t want to do it yourself.
• Immigration – You need someone to help you, facilitate a smooth transition through the immigration process and assist with a financial plan.