Client Profiles

Specifically we believe we offer a real competitive advantage in building wealth management strategies for:

• Business owners who have sold all or part of their interests. This can be a difficult time for business owners who are skilled at growing wealth through building their business but need to access different skills to work out how to proceed from here.
• Trustees of Family and Charitable Trusts should have clear investment strategies and management policies to meet the future needs of beneficiaries. These strategies and policies enable trustees to meet their fiduciary responsibilities.
• Retirees or people looking to retain capital and provide stable investment income. Clients in this position are often shifting from personal exertion earnings to a reliance on passive investment income. Knowing how to achieve this effectively can reduce a lot of stress and worry.
• Legal and Health Professionals looking for strategies to accumulate wealth more efficiently.
• New Migrants and Repatriating New Zealanders have particular tax and asset protection issues which can have a dramatic impact on any wealth strategy. To maximise these benefits it is important to seek advice before moving here permanently.
• Families affected by divorce or a death. Either can have a devastating impact on any family and dramatically change personal and financial circumstances. We can assist people to know their financial options and to work out a way forward.

Our specialist asset consulting and portfolio management services provide a framework for trustee decision making.