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Tramper gazing across a steep river valley towards Aoraki Mt Cook

What sets us apart

We listen and understand, really

We take the time to find out exactly what is most important to you: your life aspirations, motivations, needs and wants. Only then do we craft a personalised strategy. We continue to consult and to understand any changing goals: this is a longterm partnership based on mutual trust.

We meet global standards of excellence

We are the only advisers in Wellington to be certified by the Centre of Fiduciary Excellence (CEFEX), an independent global assessment and certification organisation.

We operate with professional care

Our investment strategy is evidence-based. We invest carefully, and wisely, for the longer term, basing our strategy on well-established facts.

We work alongside the best external specialists to ensure we offer you the most up-to-date, first class network of knowledge. We can also work alongside your own professionals for seamless management of your financial needs.

We offer advice with impartial clarity

We have no conflicts of interest when it comes to your investments. No-one else pays us to tell you where you should invest your money so we are able to provide highly tailored solutions.

Charity collection jar full of coins

Philanthropic giving

Many of our clients have chosen causes they want to support. We offer a service whereby we can tailor that support for you such as a named legacy, a scholarship or active participation in a charity. Read more about philanthropic giving

Green shoot sprouting from a jar full of coins

Ethical investing

We research ethical investment opportunities that involve socially responsible industries with sustainable business practices without unduly compromising your financial needs. Read more about ethical investing