You’ve worked hard for your money.
It’s time it returned the favour.
Investment management and financial advice from a team that’s been doing it long enough to know what works – and smart enough to keep evolving.
Does this sound familiar?
You’ve built up savings, investments, maybe some KiwiSaver sitting in a default fund doing the bare minimum. You know you should be doing more with it, but between work, life, and everything else, it keeps landing at the bottom of the list.
Or maybe you’ve already got a portfolio and you’re starting to wonder whether it’s actually working as hard as it should be.
Either way, you’re not alone. And you’ve come to the right place.
Everything financial. One team. One place.
Most people have their investments with one provider, insurance with another, a lawyer handling their will, and an accountant for tax season. We bring all of that together, so nothing gets missed and everything works in sync.
Investment Management
Your money, actively managed by people who know your goals and your name.
Build a personalised investment portfolio designed to keep working for future you.
KiwiSaver
Make sure your KiwiSaver is actually doing its job, not just sitting in a default fund.
Estate Planning
Trusts, wills, and enduring powers of attorney. All in one place.
Personal Insurance
Protection designed to fit your life, not a one-size policy off the shelf.
Accounting & Tax
Year-end accounts, tax returns, and the kind of advice that saves you money, not just time.
Been here a while.
Still paying attention.
We’ve been managing money and advising clients across the Eastern Bay of Plenty and Gisborne for over 25 years. That kind of experience matters when markets move, legislation changes, or life throws something unexpected.
But experience on its own isn’t the point. We’ve stayed sharp. We’ve kept up. We still pick up the phone, still sit across the table from you, and still explain everything in plain English.
We’re not a platform. We’re not a chatbot. We’re a team of real people who take your money as seriously as you do.
We work with people like you
The Tradie.
You’ve been putting money away for years, but never had a proper plan for it. You’re ready to get strategic.
The Busy Professional.
You know you should be across your finances, but you’d rather hand it to someone who knows what they are doing so you can get on with your life.
The Planner.
You’re thinking about retirement, your family’s future, or what happens to everything you’ve built. You want it all sorted, properly.
Your investments deserve more than set-and-forget.
Our managed portfolio service is built for people who want their money actively looked after, not parked and left alone.
We build a personalised investment portfolio around your goals, your timeline, and your appetite for risk. Then we actively manage it, reviewing, adjusting, and keeping you informed every step of the way.
No terms you don’t understand. No surprises. Just a clear plan and a team that’s in your corner.
We make your money work as hard as you have.
Whether you’re starting to invest, reviewing an existing portfolio, or sorting your full financial picture, the first step is the same. A conversation.
Unit 4, 67 The Strand
Quayside Apartments
Whakatane 3120
Ph: (07) 308 8113
Office Hours
Monday - Thursday 9am - 4pm
Friday 9am - 3pm
