Complimentary initial consultation, then 50% off all initial financial planning fees.

We have full-time advisers based in Auckland, Wellington, and Christchurch, and we regularly visit other areas, especially: Tauranga, Hamilton, and Palmerston North. For investment and wealth advice, you are welcome to meet at our Auckland or Christchurch offices, to see our Wellington adviser, or to arrange a meeting somewhere convenient.

We can also provide all services online by video call, should you prefer.