Our New Plymouth branch is a vibrant and diverse group of professionals with an enduring connection to the Taranaki region.

The branch has a long history in the area having provided financial services and advice to local people for more than 25 years. Collectively, we have a wide breadth of knowledge and experience across the investment industry, both here and internationally. This serves to provide our clients with great investment advice.

We are proud to have built successful and enduring partnerships with our clients. We also like to get involved supporting our local communities as much as we can.