Plan for your future

Robust investments and sound advice will have your money working harder for you. So, if you’re ready to build your wealth through investment, we can help you with a low-risk plan, based on your current circumstances and financial situation as well as your goals for the future. Whether it’s lump sum or ongoing payments, you’ll be enjoying the income from your investment thanks to a tailored strategy.

Based on our industry knowledge and experience we choose our investment partners carefully – it’s imperative they’re good at what they do, communicate well, and do it the ‘Kiwi way’. If you are worried that investments can often be too risky, rest assured, our aim isn’t just to build our clients’ wealth but to protect it too.

We believe in researching, planning and regularly reviewing our clients’ investments to grow their wealth steadily, rather than throw caution to the wind and risk it all. For those with regular savings or a lump sum who wish to invest outside of KiwiSaver, we can help you get that dream holiday, brand new boat or early retirement.