Peace of mind

for your new life in New Zealand

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Moving to New Zealand?

Well done for making this important life decision. Our family immigrated to New Zealand from South Africa over two decades ago so we understand the journey you have taken. Let’s get you established, chart a course to set you up for success so you can seize the opportunities and remain grounded throughout the challenges.

Our Solutions

These support your life journey and move you towards your life goals.

 

  • We're in the business of helping people reach the best financial destination for them. We do this by employing a consistent process to help understand your goals, values, and aspirations. After review and analysis we provide observations and recommendations to arrange the puzzle pieces in a manner best suited for you and your family.

  • Life insurance products provide peace of mind by providing financial protection in the event of death, disability or serious illness. We provide clients with compressive advice on life insurance in NZ,

  • Through our specialist partner, we help you to move your pension from South Africa to New Zealand. Thereby reducing risk and providing you with more control over your money.

  • Through our specialist partner, you will access everything you need to know on how to cash in your retirement annuity and transfer the funds to NZ.

  • We build custom portfolios based on your unique needs and financial plan, and, if appropriate or important to you, we can include socially responsible or sustainably focused strategies as well.

  • IWe provide a cost-effective, legally binding and simple process to create your Will the way you want.

    A Will can save considerable time and cost with the administration of your estate and can also provide assurance to your family and friends that your assets are being dealt with as you would have wished.

  • "Your friendly and reliable advice has meant that we as a family are now secure for any eventuality and with peace of mind that your expertise is only a phone call away."

    Craig Prosser, Insurance Client

  • "James helped us put an investment plan in place to help us achieve our retirement goals... We now feel more confident about our future."

    Barbara & Nigel Watson, Investment Clients

Get Organised

Successful and worthwhile achievements start with a plan.
Schedule an introductory call today to get started on yours.