Investments

Delivering good returns over time takes patience, discipline and financial vision. Our expert team actively seek out opportunities, with care and control, because leading in the long term is not about ‘chasing the top’ in the short term.

Get financial vision.

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  Smooth the bumps

  We look for the ups, but in a measured way, because we know consistency is all about actively controlling risk and avoiding extremes.
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  Managing downside risk

  Our investment approach is distinctive for focusing on managing downside risk, combining our Kiwi nous with rigorous research into where things could go wrong.
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  Enjoy full transparency

  We show you exactly where your money’s invested and why we’ve invested it there.
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  Starting is easy as

  You don’t have to be a big-time investor to join us. All you need is $ 1000 and a financial adviser. If you don’t have one, we can put you in touch.