Fellow Professionals

Accountants, Lawyers and other professionals in our space work alongside us. Our relationships are vast, from sharing mutual clients to involvement in ongoing professional education, and even simply sharing a coffee to get a broader view on the professional landscape we work in.

Our relationships with fellow professionals is integral to our business. We are most fortunate that much of our business comes from referral, and a large part of those referrals are from fellow professionals who know us well. If you are considering working with us please choose the option at the foot of this page – ‘Find out about the Experience of Fellow Professionals’.

New Zealand Wide

Lawyers

Financial planning is incomplete without the organisation of legal affairs. For trusts it is a must. We work alongside lawyers who advise on legal matters, and many of our client referrals come from lawyers who entrust their clients to us.

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Accountants

Trusts, Charities and any non-natural entity frequently need a tax accountant.  Many feel very comfortable with us as we work always in clients’ best interests and cap our fees where we can on large portfolios.

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Career Transition Specialists

We attract prospective clients through our longstanding association with career transition specialists.  Whether there is a redundancy involved or just a desire by the corporate to assist senior staff, or it is simply senior executives looking for their pathway to financial retirement.  Our advice is modelled to each individual and it will provide the confidence and structure to make your retirement work for you.  Our meetings are usually one-on-one but do contract to deliver workshops for groups.

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Insurance Specialists

We work alongside Insurance Specialists who advise on matters that go beyond our scope, where we feel expertise in the insurance industry would be valuable.

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Industry Specialists

The aforementioned professionals is not all-inclusive. There are of course many others that overlap into our space of work. We are happy to be approached by any industry groups and specialists in order to work together to provide guidance and structure to their senior employees.

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FIND OUT ABOUT THE fellow professional EXPERIENCE

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