Portfolio Management & Financial Planning

Many of our clients are still building their financial resources through their employment, business or profession. Others are enjoying their retirement or are reorganising their financial assets and commitments. Regardless of their stage of life, all of our clients are looking to take a systematic approach to financial planning and in preparing for their future financial needs.

We guide our clients to appropriate solutions in the following areas:

• Investment planning
• Personal debt management
• Retirement planning
• Personal risk management
• Single share and concentrated portfolio unwinding
• Succession planning (predominantly farming situations)
• Socially responsible investing
• Philanthropic giving
• Property risk
• Education funding
• UK pension transfers
• Australian Superannuation transfers
• KiwiSaver

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