To find out more about how we support our clients to invest, book a time with James Gray who will help you create and grow your wealth.

Life is a team game, the world is the playing field and you want to put yourself in the best position possible to win. To do this, you want specialists in each of the different player positions who are 100% aligned with your unique objectives, values and goals. To find out more about how we support our clients to through major life events, book a time with James Gray today.

To find out more about how we support our clients to invest, book a time with James Gray who will help you create and grow your wealth.

To find out more about how we support our clients to build good money habits, book a time with James Gray and take back control over your cashflow.

To find out how to best move South African funds to New Zealand, book a time with us to talk about your situation and how we can help.

To find out more about Wills and estate planning, book a time with James Gray to talk about its value in a financial strategy and explore ways to put the best structure in place for you.

To find out more about medical insurance, book a time with us to talk about its value in a financial strategy and find out the best structure for you.

Your wellbeing is a conscious and deliberate process of making choices that help us to live our best life. A life full of purpose, satisfying work and play, joyful relationships, a healthy body and mind, financial confidence and ultimately happiness.

Let us help you identify your values, clarify your goals and chart a course to achieve those goals. You might be in your 20s, 30s or 40s; whatever your age, start investing NOW, look long term and be clear on your goals.

To discover your values, book a time with us to identify and clarify what is important to you, how you define success and what motivates you.

How to invest and do good for the planet

In March, energy company Royal Dutch Shell announced it was going to halve its carbon footprint by 2050 – the first time in its history Shell has issued carbon footprint targets.

What kind of a future do you dream of for your children?

In these uncertain times, it’s hard not to worry about whether our children will have the things many Kiwis took for granted – such as a good education, an OE and eventually a house.

A simple but powerful philosophy worth adopting and sharing with you is to live your life in the juxtaposition of what matters most and what you can control. This philosophy is brilliantly illustrated by Carl Richards' sketch.

Many of my retired clients ask me "have I saved enough money for retirement?". Of course, it is a rhetorical question which can only be truly understood by them. The question they need to ask themselves is "do I feel comfortable with my lifestyle now I am in retirement?".