Why us?

Financial advice for you

Your adviser will respect you and your individual investment goals. You can expect straightforward, no-nonsense answers to your questions, and a willingness to go the extra mile. They're here to help you understand and implement the right investment solution for you.

In-house investment experts

Our investment team comes from a wide range of backgrounds across all investing styles, with extensive experience and a strong track record in managing global and local investments.

Global investment approach

We invest globally, so all your eggs aren't in one basket. Our investment team scans the world - including New Zealand - for investments to help build and protect your wealth. Investing globally spreads the risk and allows us a world of opportunity to choose from. We're investing in large and liquid markets, so our investment team can react quickly when market conditions change.