By providing you with full financial planning services, investment advice, life and health insurance, and assisting you to buy and sell shares.
Honestly we can do all that stuff, and do it well. If we're not sure about the best solution for your particular circumstances we'll either find out or refer you to someone who can.
With over 60 years of combined experience in the financial markets, we've seen it before and we know we'll see it again. We have actually been there, done that. Got the tee shirt somewhere.
If you'd like to see if we can help you, it costs you nothing to come in for a chat. We're not going to send you a huge bill out of the blue or commit you to something you'll end up paying for, for the rest of your life.
Come say hi, ask us some questions, you might like the answers.
Feel free to pop in and see us, but always better to ring first, as an adviser may not be available without an appointment.
Two very good questions we get asked regularly. Some clients have told us we are a well kept secret which in some ways is a back handed compliment. However, no business should be kept a secret so let's answer these two questions in a "down to earth" manner.
What do we do?
We provide you advice on
Your Financial Plan,
Your Retirement Plan,
Insurance designed to protect you and your family in the event of ill health, accident or death,
Insurances that protect you from the expected and unexpected consequences of running a business.
We help you look after your hard earned savings and help you achieve your financial objectives, by assisting you;
buy and sell shares,
buy and sell fixed interest securities (bonds, debentures, term deposits),
invest in managed funds, unit trusts and other structured securities,
invest in KiwiSaver.
select suitable insurance policies
In short, if you need financial, investment or insurance advice then we can help. And it may not cost you a cent.