Do you fit our client profile?
1. Accept a degree of volatility for the reward of better returns over time?
2. Live between “fear & greed” and have a holistic approach to investing?
3. Have between $200,000 and $4 million to invest?
4. New Zealand Citizen or Permanent Resident
Time to talk?
If yes then it is time to talk to Michael, one of the most experienced advisers in NZ.
Understanding your needs is the first priority. Sharing our independent processes which put clients first is the second priority. If you proceed a recommended investment portfolio will be aligned with your needs. Without cost or obligation, a one-hour discovery session is open to those who complete an online “Personal Financial Map”. The discovery session will be productive and educational.
Your personal 24/7 online service. Wherever you are, whenever you want access.