When the financial wellbeing and future of both you and your loved ones is at stake, you can’t rely on just anybody. You deserve to partner with someone exceptional.

The Oxford Dictionary defines the word exceptional as: ADJECTIVE
1. Unusual; not typical.
1.1 Unusually good; outstanding.

We're surely the best option to partner with you and assist you on your financial journey, as we’re exceptional among the New Zealand financial services industry. Here’s why:

* You first. Your needs are paramount, and it’s only by repeatedly placing the needs of people like you first that we’re trusted as the official financial advice provider to members of government organisations including the New Zealand Defence Force, and to non-government organisations such as the clergy of one of New Zealand’s largest churches. Our advisers are trained and obliged to put your interests first.
* Options. Setting us apart from nearly every significant financial advice and wealth management firm, we’re not a provider of any products (such as a KiwiSaver Scheme or insurance cover) and aren’t owned by a product provider either. This means that our advisers can evaluate your situation, goals, and all options available to you, then connect you with the best solutions to meet your nee
* Options. Setting us apart from nearly every significant financial advice and wealth management firm, we’re not a provider of any products (such as a KiwiSaver Scheme or insurance cover) and aren’t owned by a product provider either. This means that our advisers can evaluate your situation, goals, and all options available to you, then connect you with the best solutions to meet your needs. In other words, unlike the rest, we’re not just trying to sell you something. We can also assist you wherever you are, as we span the country to partner with New Zealanders just like you.

Get in touch for a free, no-obligation initial consultation.

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