So you have invested your money and can sit back and relax, letting it do the hard work for you. That’s certainly the outcome for you when you choose a good wealth management partner. However you need to know that having been relieved of the anxiety of managing it yourself, it continues to work as hard as possible for you.
A long-term holistic view
As a small company offering a one-to-one service, we get to know you and your family for decades, helping to guide your financial strategy as you build, preserve, and ultimately, pass on your wealth. Sound financial advice and long-term wealth stewardship are not commodities. We take this responsibility seriously. Our goal is not merely what you make on a quarter-to-quarter basis, but rather what you keep over the long term.
Keeping your investment on track
Whether you are an individual, a trust or a charity, we are dedicated to managing your money as if it were our own. We keep your investment on track by regularly rebalancing your portfolio to match your unique risk tolerance and investment goals.
It’s not only the external world that is evolving. It makes sense to revisit your goals at regular intervals to account for any changes in your circumstances too.
Failing to monitor your portfolio and react to important market events can wipe out potential returns. While buy and hold is generally the preferred approach, this doesn’t mean being inactive. We do not choose your investments and then simply ignore your portfolio for years. Your financial goals are not static, and your portfolio needs attention to prevent any drift away from your original preferences.
Reporting and ongoing dialogue
The structuring of a portfolio and the investment of your funds is just the beginning of our relationship with you. There will be regular communication with you in the form of quarterly portfolio reports and taxation reports and you will be able to check your portfolio valuation at your convenience through the client portal on the custodial platform. We will conduct regular reviews with you to ensure that any changes in circumstances or income needs can be reflected in your portfolio strategy. Our statistical tools can also be employed to show you, over time, how your investments are tracking with reference to your goals and financial objectives. The better we understand your financial situation, the better we can serve you. Knowing our client is important to us and to this end, we welcome communication from you at any time.
We deliver expertise you can trust
Since 2004 we have been helping people manage their money and grow their wealth. We are passionate about what we do and are determined to deliver the best possible outcomes for our clients.
Insights
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Staying the course
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Are you getting the most out of your KiwiSaver?
KiwiSaver was set up in 2007 to encourage long-term savings and foster financial independence for New Zealanders. Many New Zealanders will rely on their KiwiSaver money to supplement NZ superannuation…
From human capital to investment capital: the financial journey of life
As we navigate through life, our approach to our finances evolve significantly. In the early years, we rely on human capital—our skills and labour—to earn a living. Over time, this…
Find out about our process that determines your goals and tailors a plan specifically for you now and in the future.
Understand the beliefs behind the well-diversified portfolios that we employ to build your wealth.