Clarity, confidence and control
over your money and life
Home » Investment
Wealth Creation & Investment Management
Evidence‑based investing aligned to your goals, risk profile, and timeline.
We design and manage portfolios that support the life you want — now and decades from now.
Includes:
Investment strategy development
Portfolio construction & management
Diversification & risk management
Regular reporting & review
Outcome:
A disciplined investment approach that grows with you, adapts to change, and stays aligned to your life plan.
KiwiSaver advice & management
Our KiwiSaver advice programme ensures your KiwiSaver strategy is able to fully fund your ideal retirement.
Our KiwiSaver advice programme includes.
Tailored investment strategy advice
Incorporating your ethical preferences
Optimising Government contributions
Reporting and ongoing monitoring of your KiwiSaver
First home or retirement withdrawal support
Pension Transfers
Australian
Have you worked in Australia at all since 1992? If so, then it’s likely you will have money in an Australian Superannuation Account. Trans-Tasman Superannuation portability took effect on 1 July 2013, enabling transfers from Aussie Super to NZ KiwiSaver Scheme. Working with our KiwiSaver partner we’ll liaise with your Australian Super provider to get your funds to the right side of the ditch!
United Kingdom
Working with our investment partners we’ll liaise with your UK pension provider to get your funds from the United Kingdom to New Zealand so you can manage your superannuation in one place with minimal fuss.
Get Organised
Successful and worthwhile achievements start with a plan.
Schedule an introductory call today to get started on yours
