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?
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 and tailor to your needs. We will determine your appetite for risk and provide investments solutions that suit your needs and goals. You receive six-monthly reports on your investment, as well as an annual review of your portfolio in person.
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.
From $599 incl. GST
Our Investment Planning service will be tailored to you as an individual. This means our fee structure can vary – in some cases Investment Plans 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.
Hayley O'Brien is so cheerful to deal with! She makes KiwiSaver a breeze to understand. We are more than pleased with her financial advice and our investments are growing despite poor returns elsewhere. Wouldn't deal with anyone else. HIGHLY RECOMMEND.- Paula & Tom