What to
Expect

Our financial guidance and services set higher standards for your financial well-being, ensuring we're on the same page.

Track your portfolio with your unique login

Your unique login will track your portfolio’s individual progress, from headline valuation to the minutiae of every transaction.

Capital Management and Strategies

Expert capital management with strategic, innovative approaches for maximizing asset growth. You choose how far you want to go.

Once “airborne”, with client documentation complete and having met the compliance hurdles, we are in the blue air with little administration turbulence.

To monitor your investment portfolio, simply connect to the internet. Our online software offers comprehensive analysis, providing you with the peace of mind that your wealth is being managed effectively.

While we manage your money, all assets are held in your name. We advise, and you make the final call. Our aim is to work alongside you, not for you.

Start your Financial Map

Michael, Ewen and their team have consistently demonstrated their expertise and promptness in all their dealings with us. Their friendly and professional approach, coupled with their clear communication of the strategies they recommend, has been instrumental in the successful growth of our investments.

John & Marinda

South Island, New Zealand

We give you everything to meet compliance standards and transparency. Here's what we offer.

You can access comprehensive overviews for each investment, along with web links to the provider's business proposition and compliance documents along with supporting research.

Market events that impact your portfolio trigger an email alerting you to a personal message in your online portal. Implementation/comment is actioned online. We are only a call or email away.

An automated (AI), dynamic review process includes weekly checks, asset allocation and investment exposure in line with your mandate with Green, Amber and Red alerts.

Existing investments undergo annual and market-triggered evaluations, and changes are recommended as needed. Sometimes, we suggest retaining current investments.

To effectively manage your investments, it's important to make sure investments are easily accessible. It's also crucial to carefully plan for any drawdown needs.

Consideration is given to tax effectiveness when selecting investments. Annual tax reports provide guidance on selecting the most efficient tax option and completing the relevant sections of your IRD return form.

Do you fit our client profile?

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?

Do you accept a degree of volatility for the reward or better returns over time?

Do you have between $200,000 and $4 million to invest?

Get in Touch

Contact Us

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