Our Clients

The ultimate goal is a life well-lived. Your Rutherford Rede adviser is a partner in helping you achieve that. Our client base is an eclectic mix of couples, individuals, charities and other not-for-profits, and family trusts, all with one common aim – to gain clarity and confidence in their financial futures and to have a partner who is committed to that objective.

Almost all prospective clients find themselves at a financial, and sometimes personal, crossroad. They have inherited, sold a business or other capital assets, emerged from a relationship breakdown, or just feel aggrieved that their current investment service or performance is relatively poor. Other younger clients may be earning very well, paying back debt, but starting to accumulate surplus cash and wanting to invest this for the longer term. And then there are those that have been wedded to the bank in term deposits and now, with perennially low returns, want to explore less conservative options.

Sale of Business Proceeds

This story speaks to an example of a couple who sold their business and as a result had a large sum of funds in the bank. This crossroads experience is something many of our clients go through when they approach us for advice. How did Rutherford Rede approach this? Read more by clicking this box.

Middle-Aged Accumulators

Rutherford Rede works with people from various situations. Those of blended families, with teenage children, or a strong combined earnings ability whilst making inroads into mortgage debt. Read more by clicking this box to see what options you have for your savings and also to discover the importance of long term planning.

Relationship Separation

This can be a tough time for either party and a time of much uncertainty and lack of clarity. Over many years we have advised a host of individuals, who have emerged, sometimes still feeling vulnerable, from a relationship where often the key financial decisions were made by their spouse. Read more by clicking this box.