Since 1998, we've helped thousands of Kiwis on their investing journey and we've loved every minute of it. Looking after your savings is an honour and a privilege and we're proud of what we do.
While we have clients from all walks of life with unique financial positions and different goals, the one thing they have in common is the desire to become financially secure and retire with peace of mind. It is our role to understand your situation and your goals, build an appropriate portfolio, and then communicate regularly so you know exactly where your money is invested and why.
As a specialist investment manager, we're actually quite lucky. Our passion is our profession and we can focus solely on delivering great investment returns and superb client service. Our entire team is charged with ensuring you have a successful investing experience so I invite you to take us up on that.
We'd love the opportunity to get to know you better. Our website is full of helpful information and our team will be delighted to chat if you have any questions.
Fund performance 5 year
5.72%
Fund type
Balanced
NZ invested Assets
39.49%
Estimated annual fees
0.98%
Fund performance 5 year
5.11%
Fund type
Balanced
NZ invested Assets
39.26%
Estimated annual fees
0.97%
Fund performance 5 year
3.44%
Fund type
No data
NZ invested Assets
38.32%
Estimated annual fees
0.9%
Fund performance 5 year
3.39%
Fund type
No data
NZ invested Assets
38.59%
Estimated annual fees
0.94%
Fund performance 5 year
3.06%
Fund type
Conservative
NZ invested Assets
47.01%
Estimated annual fees
0.52%
Fund performance 5 year
2.94%
Fund type
No data
NZ invested Assets
38.85%
Estimated annual fees
0.89%
Fund performance 5 year
2.92%
Fund type
No data
NZ invested Assets
38.42%
Estimated annual fees
0.93%
Fund performance 5 year
2.81%
Fund type
No data
NZ invested Assets
40.06%
Estimated annual fees
0.87%
Fund performance 5 year
1.31%
Fund type
No data
NZ invested Assets
53.99%
Estimated annual fees
0.61%
