Independent Investment Advice

If you're in need of independent investment advice we can point you in the right direction. We receive no commissions or "back-handers"¯ which might otherwise taint the independence of the advice you are receiving.

We can also advise you of the tax efficiency of the products you may be looking at investing in.

The choice between KiwiSaver, investment in PIE's, direct investment, and whether the investment you are considering will disadvantage you from a tax perspective can be a complex one. We are here to help guide you through the minefield or point you in the right direction of someone who knows what you are about to invest in.