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Wellbeing through wealth management

We craft financial strategies to help people reach their goals with confidence.
Contact us for a consultation. There's no obligation. Read more about what we do

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What we do

We give financial advice to individuals, families and charitable organisations. Read more about what we do

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Our clients

Read about our clients and what they say about us. Read more about our clients

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About us

We are the only advisers in Wellington to be CEFEX certified. Read more about us

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Initial consultation

We offer a no-obligation initial consultation so that you can see if we are the right fit for you. Read more about booking an initial consultation

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Philanthropic giving

Support your chosen charity with a named legacy, a scholarship or active participation. Read more about philanthropic giving

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Ethical investing

Invest in socially responsible industries with ethical business practices. Read more about ethical investing