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"I never feel stupid when I ask for help, for advice or for information - always positive, cheerful and friendly." RM.
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Who we work with
We work with individuals to build an investment portfolio over their working life, directly and/or through KiwiSaver.We will work with you to help identify which strategy is appropriate for your current situation.
Wealth Accumulation Strategy
This is appropriate for those in the working and earning phase of their life and who are focused on the objective of defining and accumulating a targeted level of wealth at retirement or who wish to retire early.
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KiwiSaver
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Retirement Drawdown Strategy
This is designed for those nearing or in retirement and seeking to achieve a sustainable income in retirement using the wealth they have accumulated during their working life.
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Testimonials
"Thank you Lisa, you were very honest about our situation and have helped us plan for our retirement which we are now able to be excited about, we wish we did this years' ago" TA & GA
"Shelley is well-informed, intelligent, honest and sensible - what more could one ask for in a financial adviser?" JJ
"I really appreciate Lisa's interest in my financial well-being, and she is never too busy to answer my questions." FP
"Shelley has been my adviser for the past 11 years and always provides sensible advice which is easy to understand." AG
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‘Of all the advisors we’ve had you were the only one who genuinely seemed more interested in getting it right for me and not just getting the payback from the big companies.’ E.C.
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