Investment

We offer unbiased advice on the following investment products:

Managed Portfolios including :

• Unit Trusts and Managed Funds
• UK & NZ Listed Investment Trusts
• Listed Shares and Property Trusts
• Passive and Indexed funds
• Multi-trading and Hedge Funds.

Term Deposits and Listed Fixed Interest Securities.

Retirement Savings & KiwiSaver

Company Superannuation Schemes

Financial Coaching

We advise both business and personal clients. Please contact us if you require further information or would like to make an appointment with a financial adviser. A disclosure document is available on request and free of charge.