Looking forward to your financial future

Are you considering your investment options? Looking to buy your first home? Or thinking about your retirement.Whatever your financial goals may be, we are here to help you reach them.


Whatever your financial situation our professional investment advisers are experts in creating simple plans to help manage your investments in order to meet your unique aspirations.


If you are an investor, or are looking to start, read about how the market is doing in our latest update.


And find out about the sort of returns you can expect.

We can't wait to hear from you! Call us today and let us help you find what you're looking for.

The appropriate placement of a lump sum and/ or regular savings based on your

  • Future goals

  • Time horizon and

  • Investment profile

Planning your financial life after paid employment ends

A voluntary work-based savings scheme set up by the government to encourage New Zealanders to save for their retirement

Articles and frequently asked questions on investing.

Wednesday 6 June 2018 - Greg Fleming and Rod Oram.

PHONE: 09 373 0700

FAX: 09 373 0706



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