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
You can’t eat investment property
As Kiwis, we love property. In fact, homes and real estate make up approximately 43% of total household assets in New Zealand. However, this love affair has started to sour…
Higher taxes are coming for trusts: the PIE escape route
The tax rate for family trusts is increasing from a flat 33% to 39% from 1 April 2024. Many Kiwis use trusts to build their retirement savings or pass on…
Becoming debt-free faster with the ‘debt avalanche’ method
With the combination of the festive season and the recent spike in interest rates squeezing budgets, addressing the level of debt is becoming a priority for some. Whilst assets that…
Keep calm and carry on
Our Western culture values the idea of activity - being busy is a badge of honour with people listing the number of things they have scheduled in a day with…
Understand the beliefs behind the well-diversified portfolios that we create to build your wealth.
Why we’re the investment consultant you can trust that to act in your best interests.