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INTRODUCTION

Independent Wealth
Management

We provide independent and personalised financial advice and investment management services to individuals, families, and charities.

WE ARE...

PERSONALISED

The process starts and ends with you. We get to know you and understand your needs, challenges, goals and aspirations. We create a fit-for-purpose financial plan that aligns to your lifestyle and values.

WE ARE...

INDEPENDENT

We are on your team, as your independent financial advisers. Our interests are aligned with yours and we will work with you and your existing professional team to achieve your goals.

We provide financial advice, that considers your entire financial position, see our service offerings here. We advise on all types of investment options be it listed shares and bonds, active and passive funds or alternative investments, both domestic and international.

WE ARE...

TRANSPARENT

We speak your language. You are an expert in your area and we are in ours. We translate the world of finance for you so that you can make informed decisions and focus on what’s most important for you.

Our offer is a transparent fee-based service only for advice and management. Any other charges are passed to you directly at cost with no commissions, rebates, or margins.

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EXPERTS

We are qualified financial advisers with market knowledge gained in New Zealand and overseas. We are experts in our field and are passionate about enabling you to have financial independence and success.

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RESPONSIBLE

Responsible Investment plays an important role in our approach. What sets us apart is that we look at Responsible Investment from your point of view, as well as from a risk and opportunity perspective. We are pragmatic in our approach, and we design a portfolio that meets your Responsible Investment interests.