About Us

OUR POINTS OF DIFFERENCE AND HISTORY

Rutherford Rede represents what is good and wholesome about our profession.

Our advisers are from professional backgrounds, qualified and have chosen to work in the specialist field of personal financial advice. We value the importance of knowledge and continued education. Some of our defining features, or points of difference, are as follows:

•  There is no self-interest in our service design 
    or product selection
•  Fee-only, wholesale discounts, and clients enjoy
    full transparency in reporting and fees
•  Boutique, personal approach
•  We are committed to Asset Class Investing – 
    investors achieve  sector returns, guesswork 
    is removed

Our Credentials are something to be proud of:
•  We are operating under a FMA-issued 5-Year
    DIMS Licence (Discretionary Investment
    Management Service)
•  We are ISO-equivalent accredited through
    CEFEX (Centre for Fiduciary Excellence) –
    one of only a handful of NZ practices
•  We use a Custodial Service for client funds
    so that they never pass through our hands

For more information regarding our services, see the What We Do section of our website.

OUR HISTORY

OUR ORIGINS DATE BACK TO 1992

Rutherford Rede is a national financial advisory practice supporting clients nationwide. Our origins date back to 1992. If experience is something to value, we have it in abundance. Each adviser has seen the cycles of investment pass at least three times, working closely with clients especially through the occasional lean year. Our backgrounds are in the professional business world from where we each made the conscious decision to build upon our tertiary qualifications and enter the financial planning profession. We each regard continued professional development as an integral element to our ability to service clients in the modern world. One Kiwi icon inspired us in naming our practice. Lord Rutherford of Nelson is arguably New Zealand’s greatest pioneer, scientist and innovator.

The individual practitioners within the group come from a wide variety of corporate backgrounds.  They have substantial commercial experience, and appropriate tertiary and professional qualifications. Rutherford Rede, through its advisers, has a wealth of experience in helping clients meet their lifetime goals and objectives.