Above the city on the Port Hills

Wealth

Investment management, built around you.

We use over 100 managed funds across an array of providers to build out a bespoke plan for you.

Investment management and managed funds

We use over 100 managed funds across an array of providers to build out a bespoke plan for each client.

Your advisers

Jonathan Liong
Jonathan Liong
Financial Adviser
021 293 2388
Robbie Staniford
Robbie Staniford
Financial Adviser
021 240 5683

Who it's suitable for

Two ways we can help.

Wealth builder

You're still building wealth and you'd like some direction.

Households earning $250k or more a year before tax

Private wealth

You already have funds ready to invest.

$150k or more ready to invest

Talk to an adviser

Contact us directly.

Call 0800 992 737 Contact now