My investments have been managed by Grant for over 15 years and I know my portfolio is in safe hands.

I was using three investment advisors/vehicles but neither of the other two stacked up to Grant’s results, so I dropped them. Grant is constantly pursuing new knowledge and opportunities and he is easily and directly available.

Bruce McLean

Your wealth is crucial to the future of you and your family, so we treat it carefully. In the last 20 years, we’ve helped New Zealanders like you maximise their wealth, to help them enjoy total freedom in their lives.

Over that time, we’ve developed four simple principles:

• There’s no such thing as a one size fits all balanced portfolio. Instead, we want your investments to be heavily weighted with the products that suit your requirements.
• It’s not a good investment until it’s researched. Every month, dozens of new opportunities arise. We research those that meet our criteria, offer you the best – and reject the rest.
• We never talk about pre-tax returns. Taxes are a cost of investment. We work with you to ensure maximum tax efficiency.
• Your role is to get as much as possible out of life. Our role is to manage your investments, to help give you more choices through more wealth.

Over time, we’ve noticed that the market’s consensus opinion eventually trends towards our advice. If you’d like your investment plans to be built around our expert knowledge, contact us today.