The Wellington team have a proud history of building and preserving the wealth of Wellingtonians, whether they be in the city, the Wairarapa or Kapiti as well as local charities and national charities based out of the capital.

Our advisers have a historic foundation of working alongside some of the city’s longest standing financial advisers and stockbrokers from some of Wellington’s earliest broking firms, and this is evident in the culture of the office and how our clients are looked after.

We house a diverse group of experienced advisers that have close ties to the local technology sector, the wider Wellington business community and government. Our high proportion of female advisers are specialists in running our Women’s Wealth programme.

The team have always been outward looking, focusing on International and Australian markets as well as our own, with the NZX based a 10 minute stroll along our waterfront. And a key point of difference when compared to competitors is our ‘designated Super and Saving desk’.