Weekly Moves
  • Vista Group International
  • $1.85
  • 10.12%
  • Investore Property
  • $1.15
  • 7.48%
  • Hallenstein Glasson
  • $6.21
  • 7.07%
  • The Warehouse Group
  • $1.38
  • 6.15%
  • Vector
  • $3.92
  • 4.26%
  • Skellerup Holdings
  • $4.20
  • -5.62%
  • Mercury NZ
  • $6.67
  • -6.06%
  • Heartland Group
  • $1.23
  • -6.11%
  • Meridian Energy
  • $5.56
  • -6.80%
  • Serko
  • $3.77
  • -8.05%

Plan for your future.

Whatever stage of life you are in, it is important to develop a financial plan. Our investment process will help you uncover how you can start investing for your future, and enjoying your future.

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Invest for your future.

We work with you to develop a plan that aligns with your goals, from saving for retirement to generating a passive income.

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Enjoy your future.

We take pride in assisting our clients to become financially secure, and we take joy in seeing the freedom that affords our clients. That is our ‘why’. The ‘how’ comes from developing and implementing your investment plan.

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"Our Financial Advisers bring extensive experience in navigating multiple business cycles and specialise in delivering unbiased advice to our clients."

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"We offer both personalised advice with portfolio management and ongoing analysis and a basic investment broking service for clients that are happy to make their own investment decisions."

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"Our central location in the CBD of Whangarei makes it easy for new or existing clients to pop in to discuss our latest investment ideas and the services that best suit them."

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"Our KiwiSaver advice is free and we want to ensure that your investment is right for you. It’s important that your investments are performing as best they can and are as cost-effective as possible"

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