Clients we work with

​We understand that you may want to know we're capable and experienced in dealing with someone like you. Equally we don't like to put people in boxes, especially when it comes to how you think about money, the types of challenges you face and what your goals are.
 
The reality is that our clients come from all walks of life, but they share a number of similar qualities such as:

• They reject the idea that the money they have should define them or their families.
• They see the value of having an experienced and objective sounding board for their financial decisions.
• They don't necessarily have the time or inclination to focus on the day-to-day details of managing or creating wealth.
• They appreciate having advisers who have a deep understanding of what matters to them and their families and will always act in their best interests.

Below are some of the common groups that could describe the people with whom we work.  We think less about job titles and the size of assets and more about how they see the purpose of wealth. This usually boils down to family, choice, and independence.

Individuals/Families

Whether you are looking to save for your first home, save for your retirement or you are looking to retire we will work with you to identify your goals and dreams. We then help you to create a financial plan that works for you and your family to achieve those goals and reach your dreams.

Family Trusts/Trustees

​Family Trusts play a big role in how Kiwi's manage money. Unfortunately most trusts were set up historically and whilst the intention at the time, trusts require ongoing management and maintenance. We help trustees to understand and manage their obligations ensuring that the trust and required documentation is all in order.

Business Owners

​Many of the business owners that we see are so busy running their business they don't have time to focus on their personal financial plan. Working with you and your other advisers we help you to develop an effective personal plan that ties in with the goals of your business and vice versa.