Whatever your financial goals or needs, we ensure that your money is working for you as hard as it can.
- Investment Advice and Planning
- Retirement Planning and KiwiSaver
- Cash Management
- Personal Risk Insurance
- Mortgages and Lending
- Estate Planning
- Managed Funds
- Customised Managed Portfolios
- Superannuation funds
- UK and Australian Pensions and Transfers
When you come to us, we’ll consider your entire financial portfolio, including existing debts, assets, expenses and income, helping you make the most out of your money. We’re experts in;
- Estate planning
- Gifts and inheritance
- Business and financial strategy
Beginning with a financial plan based on your situation, we can either give you detailed advice or help manage your investment portfolio for you.
No matter your preference in wealth management, count on us for expert advice.
Our fully transparent process ensures you retain control over your financial decisions
and investment choices.
Consider us your co-pilot.
Thinking about transferring money from your UK pension fund or other superannuation scheme back to New Zealand?
On the surface this may seem like an easy way to add money to your retirement fund, but it’s important to make sure you have all the facts before making a decision.
Complete financial planning
As comprehensive financial advisors, we’re able to offer full planning services to cover all your needs. We build an ongoing relationship with our clients and consult on matters along life's journey.
Whether it’s estate management today or retirement planning tomorrow, we’re here to ensure your success.
We offer consulting for all personal financial areas, including, but not limited to; investment portfolios or asset management strategies. If it concerns your financial future, we can advise on it.
We are very conscious of how tax may impact your investment portfolio and can make general comments only. Any tax advice should be obtained from a qualified accountant.
We’re located at 96 Ravensdale Rise out in Westmorland, Christchurch, opposite the Westmorland Heights Playground off the Halswell Rd highway.
“Mark has always been utterly professional, courteous, diligent and good humoured, whether dealing with clients or handling the vagaries of professional development and an ever changing professional landscape.”
“Mark is one of the few advisors that has an excellent reputation with integrity, professionalism and compliance completely in tact. Coupled with excellent industry knowledge, enthusiasm and commitment to clients Mark is an advisor whose services I can confidently recommend.”
“Mark has a wide breadth of knowledge but is able to convey his ideas and advice in a meaningful and practical way. He is great to deal with and has good follow through, to ensure that things actually get done!”