Little by little, a little becomes a lot.

We're in the business of helping people reach the best financial destination for them. We do this by employing a consistent process to help understand your goals, values, and aspirations. After review and analysis we provide observations and recommendations to arrange the puzzle pieces in a manner best suited for you and your family.

Ever wonder how large your rainy day fund should be? What about how and when should you be paying yourself from your business? We can help you build a repeatable framework for managing cash in your business (as well as your household) that supports your immediate and longer term needs.

Are your debts or debt repayments keeping you up at night? We can help build a debt reduction strategy to get you out of debt faster and support along you along the way.

To deliver the best possible investment outcome we employ a consistent philosophy based on empirical evidence and academic research. We do not experiment. We do not invest based on conjecture or gut feeling. We build portfolios based on your unique needs and financial plan, and, if appropriate or important to you, we can include socially responsible or sustainably focused strategies as well.

KiwiSaver is low hanging fruit when it comes to saving for retirement. We ensure your KiwiSaver investment strategy is optimised and aligned to your long-term goals. If important to you, we can include socially responsible or sustainably focused strategies as well.

We provide a cost-effective, legally binding and simple process to create your Will the way you want.

A Will can save considerable time and cost with the administration of your estate, and can also provide assurance to your family and friends that your assets are being dealt with as you would have wished.