Helping you build wealth and achieve your financial goals.​
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Understanding what drives returns is key, which is why we develop a personalised financial plan, whatever your current situation and goals are. We then help you execute and monitor your investment throughout its lifecycle, giving you peace of mind. Our aim is to develop long-term, trusted partnerships and work with you through life's constant changes.
How Does It Work?
Assess Your Situation
Firstly, lets have a meeting to gather information about your current financial situation, goals and risk profile. Once we have this information, we will go away and analyse this and form recommendations based specifically around your goals.
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We meet with people all over the country online or in person across Auckland.
Personalised Plan
Based on your information, goals and risk profile we create a personalised investment plan that explains our recommended investment strategy. We will go over this plan in a second meeting to ensure you understand exactly what our recommendations provide, together with the potential risks/ reward involved and demonstrate how this is in alignment with your goals.
Execute & Manage
Now, the exciting stuff! Once you are happy and have signed off your investment plan, we will execute the investments and get the wheels in motion. We work with you over the life of your investment, providing regular reviews and ensuring that the plan is still relevant, as we understand situations and goals change over time.