You should always talk to an Investment Adviser when choosing an investment plan for your money.
We’ll find out what you need your money to do and develop a portfolio to achieve that goal. We have specialist investment knowledge and can provide sound advice about getting the most from your money.
We have access to national and international investment researchers and funds that offer the best investment opportunities on the market. This insight allows us to make robust plans to generate wealth from your investments.
Book your investments session
Complete this form and we’ll get back to you for a no-obligation, 15 minute chat.
Why choose us for your investments?
- We have a proven track record for getting great returns on investments
- We aren’t aligned to any one provider and can offer you more investment options
- We monitor and adjust your investments accordingly, to meet your needs
- Every investment portfolio is tailored to your individual risk profile and expectations so you get the returns you expect
Our investment plans
If you’re new to investing, and need advice on how to get started, we can help you choose an investment strategy. Whether you have surplus cash each week that you’d like to invest, or if you have a lump sum, here’s where we can help you.
We will discuss your goals for financial independence, determine your appetite for risk and provide investments solutions that suit your needs and goals.
Initial consult
FREE OF CHARGE
This usually takes around 30 mins. The consult will allow you to get a feel for the process, see which type of plan is right for you.
Investment or Retirement Plan
starting From $1199 incl. GST
An Investment or Retirement Plan is ideal if you have a specific amount of money to invest. This could be a lump sum or through regular contributions. Maybe you need assistance in retirement planning, or simply selecting the best investment options for your goals. This plan will likely include advice around KiwiSaver too.
Our investment planning service can be quite complex, so additional hours may be necessary and charged accordingly. An indication of any costs and fees payable by you will be provided before any commitment to the service and / or advice is made.
Your investment portfolio is reviewed annually in person, as part of our on-going service.
Getting Started Plan
FROM $799 INCL. GST
A Getting Started Plan is designed for individuals who are just starting out with investing and have other savings goals outside of those that KiwiSaver offers. You might have a regular amount to invest weekly or a lump sum to invest for a minimum of 4 years. We will determine your Risk Profile through a questionnaire and discuss your financial goals for this money. Based on your investment timeframe and risk tolerance, we will recommend a suitable managed fund.
Please note: This recommendation is limited and does not include our specialised Model Portfolios, investment platform, or retirement planning services. It does not consider any other areas of your financial situation, (Mortgage, Insurance, Estate Planning etc.), and therefore may not fully align with your overall financial strategy.