We help individuals, families, trusts, US citizens in New Zealand and charities who want support managing their investments and achieving their goals.
What our customers say
Individuals, Families & Trusts
We help people with a variety of financial issues such as:
- Should I invest, pay off my mortgage or purchase a rental property?
- Is my Kiwisaver with the right provider and fund?
- What can I afford? Can I travel? Give to family? Donate?
- When can I retire? Or reduce my work commitments?
- How much income can I get in retirement?
People come to us for many unique reasons, but it usually boils down to "Will I have enough"? ‘Enough’ might mean the freedom to work less or retire early, being able to contribute to charitable causes, more family time, or travel the globe. Whatever your question we can provide a plan and support to put it into action.
Charities
We work with charities to help them realise the potential of the charity's investments and align their money with their values. We help them ensure a long-term stable income from their investments.
Find out more about Making the most of your charity's investments.
US citizens in NZ
Chelsea is from the United States and helps other US citizens based in Aotearoa New Zealand manage their finances and tax obligations.
The tax situation for US citizens overseas is complex. Many people end up facing significant complications and a hefty tax bill.
We work with our US clients to structure and manage their investments in a tax-efficient and compliant manner, to address both New Zealand and US tax complexities. We ensure other key financial aspects of their lives are working, in conjunction with accountants and lawyers.
