Our why

Best financial advisor

We believe everyone has the right to financial wellbeing and security. Amidst endless options and confusing jargon, we'll help you drill down on what works best for you and yours.

Connect with us in person at our offices in Hawke's Bay, Auckland, and Christchurch, or access expert advice from anywhere in New Zealand.

OUR STORY

Best advisers

Relentlessly innovative

Our market-leading digital advice process was developed with our clients and advisers in mind; this enables us to deliver a dynamic and smooth method for delivering financial knowledge and empowerment.

Healthy life

Hauora

We believe health and wealth are strongly interconnected. Ensuring our clients don’t pursue wealth to the detriment of wellbeing is pivotal to the education and advice we provide. What’s more, staying healthy is crucial to our clients being able to reach their full financial potential.

Best partnership

Partnerships over transactions

Nurturing relationships is important to us. Our clients’ long-term financial wellbeing and prosperity is at the forefront of everything we do. And we take pride in our holistic, not transactional, financial advice approach.

True representation

True representation

Building a stronger financial future comes with its share of challenges. Yet, our steadfast commitment to offering excellent and dependable advice, coupled with our genuine dedication to our clients' best interests, acts as a powerful force that keeps us on track to growing and safeguarding their wealth.

Best spirited

Spirited

We have a proven record of achieving positive outcomes. This encourages us to continue putting in the extra wok for our valued clients, while providing industry leading advice.

REVIEWS

REVIEWS

Reviews