Making an Investment

Making an Investment

Planning for retirement can seem a bit daunting. How much money will I need each week and for how long? What age will I keep working to? How much will I need to save now to reach my goals? How much risk am I prepared to take, or need to take? And so on.

Fortunately, our experienced team can help you sort it all out. So whatever stage you’re at on your retirement planning journey, give us a call and we can help you put a plan in place that will meet your goals.

Investment Advice Process

Investment Advice Process

Find out how our experienced and qualified advisers can help guide you through the investment process and build the right solution for you.



KiwiSaver is a voluntary retirement savings scheme where you can make regular contributions from your pay or directly to your scheme provider. Our Advisers can give you advice on the best scheme to suit your needs and provide ongoing guidance.

Additional Options

Additional Options

We have access to a number of other high quality solutions including Nikko Asset Management GoalsGetter, Milford Investment Funds, AMP and ANZ Investments.

Our Investment Beliefs


Strong investment governance is essential for investment success

Asset Allocation

Asset allocation is a primary driver of returns

Active management

Market efficiencies exist and should be exploited through portfolio construction and a bias to active management

Current risk

Asset allocation should account for currency risk

Tactical asset allocation

A systematic process of tilting the asset allocation helps to add value and reduce risk over time

Environmental, Social and Governance

Environmental, Social and Governance factors should be considered in the investment process where possible

Our Investment Partners