Home

Wealth Management & Risk Management Services 

Our company has over 21 years experience in the Wealth and Risk Management industry and we are continually doing on-going education and training. Marcus Cranfield one of our directors is now a Certified Financial Planner CFPCM.

We do this in order to provide: 

• The Best Advice
• Comprehensive Recommendations
• Ongoing Service

We specialise in Wealth and Risk Management, we offer taylored solutions to high net worth individuals and family trusts and currently manage over $40 million of clients money.

Our company is family owned and independent, because of this we can freely research and recommend with impartiality any companies when it comes to the following:

• Risk Management
• Retirement Planning
• Investment Planning
• Kiwisaver
• UK Pension Transfers
• Australian Superannuation Transfers

For our wealth management solutions we offer generally a fee only  service. This ensures that we have no bias to one product but also ensures that we don't trade portfolios to generate commissions.

'A copy of the relevant investment adviser disclosure statement is available on request and free of charge.'