Who we help
We help Kiwi’s with a fundamental desire to maximise quality of life and ensure their wealth creation supports this. From those in the early stages of creating wealth through to those who need help with existing wealth, we have specific expertise in assisting the following range of individuals and their families:
Business Owners
We help business owners to align personal financial goals alongside their business. We help to diversify wealth creation alongside business with consideration to any eventual succession and beyond.
Professionals
We assist professionals to effectively utilise their income to create wealth alongside a successful career. Achieve financial freedom to be working because you want to and not because you have to.
High Performance Athletes
High Performance Athletes often earn a high income limited to the duration of their sporting career. We help to create long term wealth to ensure enduring income beyond their retirement as a professional athlete. .
Unexpected Wealth
Unexpected wealth can be through inheritance, divorce, death of a spouse or just good luck, such as a lottery win. However it comes, we help to ensure unexpected wealth remains a blessing and not a burden.
