Community Focus

We actively contribute to our local community and support a range of charities motivated either by individual team interests or collectively as a firm.

Dementia New Zealand Dilworth School First Foundation
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From the outset our advice has been distinguished by its arms-length nature and the fact that we always put the client's interest first, a claim few advisory groups can make in this age of distribution chains and large financial groups.

Our Services

Personal Financial Planning

One of the central plinths to our business is creating a financial plan. It involves the financial mapping of a client’s short, medium and longer term needs an... Read more

Charitable and Not-For-Profit

Our clients are also not just individuals, with charities, churches and companies forming a significant part of our client base. We tailor advice and recommend... Read more

Portfolio Design

Embarking on an investment strategy with us is an investment journey. We invest your funds in a portfolio, with a diversified mix of assets that are a tried and... Read more

Consultancy and Third Party Review

Our length of experience and years of true independence draw us frequently into reviews of existing portfolios. Trustees especially see our service as a valida... Read more

Kiwisaver and Superannuation

We can assist in the process of explaining the options, the benefits, projecting future growth and accumulation and steering applicants towards preferred soluti... Read more

Corporate Executive Planning

The largest asset most of us will ever own is our ability to earn an income over our working life, which for many will be 40 years plus. The maths is not diffic... Read more

UK and AUS Pension Transfers

We are very well versed in evaluating options for those with UK and Australian Pensions and who are considering bringing those entitlements to New Zealand; a fl... Read more

Responsible Investing

Investors are becoming increasingly aware of the impact of their investing. Rutherford Rede has shown leadership in this field by implementing a Responsible In... Read more

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Wealth & Happiness

There's no point in accumulating wealth just for the sake of it. What matters is what we do with our wealth.

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Where have you come from?

Clients warmly referred

You may be visiting us by way of a referral from one of our existing clients or from a professional referral. Either way, we welcome you to Rutherford Rede. Find out more about our businesshere.

Charities & not-for-profit

Our portfolio philosophy and tax structure of our recommended funds ideally suits entities with an exempt tax status. Read more about our history in this space and our various points of differencehere.

Ethical investors

More and more investors are requesting investment solutions of an ethical nature, that consider the environmental, social & governance factors of a business. View options you may want to considerhere.

Looking to work with us

We can extend your own professional services by working with your clients in our specialised field. You can read more about how and why our long term professional relationships have endured the decadeshere.