Whether you are interested in a comprehensive, personalised investment plan or simply a short term, fixed interest, low risk investment, we can help you to achieve your investment goals. We deal with a wide range of fund managers and finance companies, and we can advise you in relation to:

term deposits / debentures
unit trusts
master trusts
lump sum or regular investment
KiwiSaver
tax-paid investments
hedge funds
capital protected products

We will listen to your objectives and goals. We will discuss what you like and don’t like about investments, and we will carry out an assessment of your Investor Profile to ensure that you invest in a fund or portfolio of funds that match your profile, timeframe, and tolerance for risk.

A copy of our Disclosure Document is available upon request and free of charge.