What truly sets us apart?
Since 1984 we’ve grown into New Zealand’s leading personal wealth investment advisory firm. In that time we’ve built enduring relationships with New Zealanders across the nation - including multiple generations of families - based on trust, integrity, and exemplary service. As a proudly kiwi owned and grown New Zealand company, we have a deep understanding of Kiwi wealth needs.
We’re close at hand, every step of the way. With 19 locations nationwide, our expert advisers are in local communities throughout New Zealand. Our engagement and proud local presence means we’ve built strong relationships through truly personal service.
Locations nationwide
Nearly 40 years in business
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Over 65,000 clients
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$28b 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.
“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.
