How we help
Investment and retirement planning and cashflow modelling
What is Investment, Retirement Planning and cash flow modelling?
By Using a projected returns programme relative to your appetite for risk we give an indication of how your money will grow, alternatively if you are drawing an income then we give an indication of how long your funds may last.
Socially Responsible Investing
Socially responsible investing, also known as ethical and green investing, means avoiding industries that negatively affect the environment and its people and is a fast-growing segment of the financial landscape.
UK Pension Transfers
If you have an occupational, private or personal pension in the UK and are thinking of bringing them over to New Zealand then let’s have a chat.