Grant provides well founded views on investments, often with boldness, because they can be counter to the consensus view. It has been comforting, however, to often see the consensus advisers gradually adopt the same views; meanwhile he has got his clients in at the beginning for the rich pickings!

Greg McGlynn
Market Manager – Investments, Sovereign

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.