WHO WE ARE
Meet the Team
Our team of financial planning professionals has decades of experience managing and growing wealth. Headquartered in Invercargill with a second office in Queenstown, we come from all walks of life. We understand the New Zealand lifestyle and what financial steps you’ll have to take to make it your own.
We are a non-aligned financial planning and investment management practice. This means that you can rest assured that our advice will always be tailored to what’s best for you, not what will earn us a commission.
External Investment Committee
As a local boutique firm, we have access to global insights and world class investment research through our partnership with Consilium NZ Limited (Consilium). Consilium provides a world class investment solutions, investment research, modelling tools and access to a custodial wrap service to safeguard your investments.
The strength of Consilium’s investment processes are such that they have been independently certified by the Centre for Fiduciary Excellence (CEFEX) as achieving global best practice standards.MEET THE consilium TEAM
Financial Advice New Zealand
We are members of Financial Advice New Zealand. As members, we adhere to Financial Advice New Zealand Code of Conduct and Practice Standards in addition to what we are bound to as Authorised Financial Advisers by the Financial Markets Authority.