Economic Research
Our team buy in, receive economic data each month, follow political policy, tax policy, we then build recommended investment models for our different client's risk profiles:
Product Research
Every 6 months our team research the best investment products available in New Zealand.
Life Events
We then share that information to our clients in the form of easy-to-understand advice.
Our team of advisers help client make the right decisions and the right time throughout the different life challenges.
These challenges include, buying a home, having kids, getting married, employment changes, redundancy, health issues, savings goals, inheritances, starting a business, selling a business and everything in the middle.
We have a focus of understanding the issues you face now, and in the future, we create a plan to avoid problems and use your strengths to provide you the best possible outcome. This leads to financial confidence, then that leads to financial independence. Deep down financial independence is what we all strive for and its the motivation factor of most of us.
Holistic Focus
Our Advice Hub Team collaborate together making it faster and easy to achieve the best possible outcome for our clients.
We have experts in all financial areas needed
Death & Taxes
We also focus on the tax outcomes for our clients. This small issue has a big, short-term and long-term impact.
As a direct result our investment team focus our investment models for growth not income.
If a client is on a combined income over $100,000 or over $180,000+ it's even more critical.
If you don’t have an adviser helping you make smart decisions, its time you connected with us.
“Smart financial advice is for EVERYONE, not just the rich! People use Smart financial advice to BECOME RICH”
Dylan Mann
