What truly sets us apart?
Since 1984 we’ve grown into one of New Zealand’s leading personal wealth investment advisory firms. In that time we’ve built enduring relationships with New Zealanders - including multiple generations of families - based on trust, integrity, and exemplary service. As a proudly Kiwi grown company, we have a deep understanding of Kiwi wealth needs.
With more than 20 locations nationwide, our expert advisers are in local communities throughout New Zealand. We’ve built strong relationships through truly personal service.
Locations nationwide
Over 40 years in business
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Over 65,000 clients
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$30b in client funds under management
How we can help
The conversation starts by simply listening. You might be investing in the future of your family, building towards retirement, or simply redefining success. Whatever your needs, we have a suite of local services to support your investment journey.
Social media scams – be aware
You may have noticed a number of fake social media accounts impersonating financial commentators, including our Investment Director, Mark Lister.
They promote free investment advice WhatsApp groups and encourage victims to invest in fake online investment platforms. Neither our official pages nor our team – including Mark Lister – will ever contact you through WhatsApp groups or ask for personal details or money via social messaging apps.
This is a timely reminder to remain cautious online and to treat any offers or messages that seem “too good to be true” with suspicion.
If you’re ever unsure – please contact us.
“It’s all about trust, and we’re on the same page. We have good fun at the same time so that’s just a perfect combination.”
Where shall we begin?
Whether you’re an experienced investor or taking your first steps, we’re here to help. With expert advisers throughout New Zealand, our approach is about making you feel confident and informed, no matter where you are on your investment journey.
Wealth management
It’s all about understanding your goals and finding a way forward. Whether you’re an individual, family, or for-purpose organisation, we’ll develop a truly personal strategy to match your ambitions.
Corporate solutions
Our Investment Banking team delivers local and global results-driven insights and knowledge to our corporate clients. Work with some of the most experienced and knowledgeable minds to develop innovative financial solutions based on the goals of your organisation.
