Our research driven portfolio designs are dynamic, adapt to changing conditions, and are not tied to arbitrary calendar reviews or solutions. Significant events and opportunities trigger action. Once “airborne,” with client documentation and compliance obligations met, we are in the blue air with little administration turbulence. Strategic for sustainable wealth growth. We are eclectic: Funds/Direct Investments, Smart Beta, Seeking Alpha, Thematic ETFs, Innovation, Sustainability. Whatever adds value.
Priority One: Understanding your needs! We will share our independent client-first processes and design an investment portfolio aligned with your needs. As financial planners and investment advisers, we can help you find investment solutions that fit your current and future needs. Some are growing their assets, and others are seeking regular income. Sold a business, received an inheritance, saving hard? Time to explore the options.
As boutique advisors, we journey with clients over many years. Trusted by a diversified client base: Members of the Judiciary, a Judge, Barristers, Lawyers, Detectives, Business Owners, Trustees of Charitable Trusts, Medical Consultants, Doctors and Nurses, University Professors, CEOs of major enterprises, Business Consultants, Ministers of Religion, Aircraft Engineers, IT Professionals, Hospitality Managers, Logistic Specialists, Senior Military Personnel, etc.
As part of our risk management process, we employ both personal oversight and a suite of automated checks to continuously monitor exposure levels to investments and asset categories. Adjustments to asset allocations are made in response to evolving economic conditions. Our firm maintains a diverse range of Investment Research subscriptions, and the invaluable insights contributed by Michael have substantially augmented the performance of our portfolios. It is often judicious to refrain from following the herd and to prudently limit exposure to any investment.
A unique login will track a portfolio’s progress, from headline valuation to the minutiae of every transaction and supporting research. Choose how deep you want to dig.With our messaging service and portfolio monitoring, we provide complete access and ensure compliance, transparency, and global reach.
Have a question?
We’ve compiled a list of answers to the most common inquiries we receive.
Numerous events have the potential to harm both personal life and the investment sphere. Fear and greed are significant factors, and many individuals harm themselves financially through imprudent investment decisions. Over the past 35 years, we have witnessed various scenarios, and while there is no linear trajectory, strategies exist to navigate these challenges successfully.
Once “airborne”, with client documentation complete and having met the compliance hurdles, we are in the blue air with little administration turbulence.Once “airborne” we are also 100% digital. All you need is an internet connection for administration.
Licensed advisers in New Zealand must now meet legal duties to meet standards of competence, knowledge and skill as detailed in a Code of Conduct.
We are 100% fee-based and we receive no income from any third party. We have no conflicts of interest. Initial meetings are without fee or obligation, once an online “Personal Financial Map” is completed.
Our clients are at the heart of everything we do.
In order to work with you we've got to understand your needs and be on the same page to recommend an investment portfolio to you.
If you fit our profile, it's time to talk to us.
Do you live between "fear and greed" and have a holistic approach to investing?
Are you a New Zealand citizen or permanent resident?
Can you accept a degree of volatility for the reward or better returns over time?
Balanced, Growth and High Growth Clients are our client focus.
Do you have between $200,000 and $4m+ to invest?
Investment wisdom tailored to your life's ambitions.