New Zealand Wide

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 validation of the investment framework to meet their responsibilities to the beneficiaries they represent.

Individuals often seek a second opinion on such crucial matters as health. Your wealth is almost as vital. We strongly advise, where investors are increasingly uneasy around investment advice being received, that they also seek a second opinion. It is important in these circumstances not to use a practice that simply has an alternative barrow to push, but to approach an advisory practice that simply holds the client’s needs as paramount.