We make investing easy by taking the guesswork out. We excel in investment advice because we’ve been investing for our clients for years, increasing their wealth using strategies designed just for them.

We have been investing and strategising clients’ money since 1987, and we can do it for you, helping you achieve your wealth goals with your own investment portfolio.

We work collaboratively with you and whether the markets go up or down we look to keep you in your seat when these times happen, as they do.  We work together in achieving the goals of reaching retirement and doing the things you want to do or passing on wealth to your children or grandchildren.

We have a minimum investment of $350,000 with no maximum. 

No matter where in New Zealand you live, we can help you achieve your dreams. If you would like to minimise the risk from economic downturns and have enough wealth to enjoy life, then call us today for a free initial consultation.