Our Services
Helping you grow, manage, and plan your wealth with confidence.
Clear, practical advice tailored to your goals - whether you're just getting started or planning for retirement.
Investing with us
Build and manage your wealth with a strategy designed around your goals, timeframe, and risk level.
Planning your future
Get a clear plan for your finances - from structuring today to preparing for retirement.
Investing with us
Whether you're starting out or looking for full-service support, we tailor your investments to suit your needs.
Getting started
A simple, accessible way to begin investing with guidance and a clear plan.
Ideal if you're new to investing or building momentum.
Ongoing investment management
For investors who want regular advice, reviews, and ongoing support
Ideal if you want structure, consistency, and regular advice.
Full-service investment
A high-touch, tailored approach where we manage your portfolio and strategy end-to-end.
Ideal if you want everything handled for you.
What you get:
A personalised investment recommendation
Access to diversified managed funds
Simple setup with support along the way
Fees:
$250 one-off
0.50% p.a. ongoing
Who this is for:
First-time investors
Getting money working for you
Building confidence and momentum
Start your investment journey
Ongoing investment management
Stay on track with ongoing advice
We actively manage and review your investments so you don’t have to - keeping everything aligned as your life evolves.
What you get:
Regular portfolio reviews
Ongoing advice and adjustments
Performance monitoring and reporting
Coordination with your KiwiSaver and other investments
Who this is for:
You want ongoing guidance, not just a one-off plan
You value structure and regular check-ins
You want to stay on track without doing it all yourself
Get ongoing support and clarity
Full-service investment
We manage everything for you
A complete, hands-off investment solution - designed, managed, and optimised for you.
What you get:
A sophisticated portfolio aligned to your goals
Tax-aware investment structuring
Active management and ongoing optimisation
Full reporting and online access
Fees:
$1,000 one-off
0.75% p.a. ongoing
Who this is for:
You want everything handled for you
You have a growing or complex portfolio ($100k+)
You want a more tailored, sophisticated strategy
Get a tailored investment strategy
Financial & Retirement Planning
Get a clear plan for your financial future
We build a personalised financial plan that brings everything together - your goals, investments, retirement, and structure - so you can make confident decisions with a clear path forward.
Fees:
$650 – $2,000 one-off
Based on the complexity of your situation and the scope of advice required. Setup of any applicable new investments included in this fee.
Fee is confirmed upfront and payable on presentation of your plan.
Who this is for:
You want a clear roadmap before investing
You have multiple moving parts (KiwiSaver, property, investments)
You want confidence in your long-term plan
Frequently asked questions:
What process do you follow when providing financial advice
We follow the international recognized 6-step process of providing financial advice / planning services:
Establish and define the relationship with the client - we'll normally have a short initial discovery meeting to talk through your situation and establish your needs.
Collect the client's information - we gather client financial information & personal investor profiles via questionnaires.
Analyse and assess the clients financial situation - we analyse the information provided (current situation) against client stated goals to help create appropriate recommendations.
Develop & present recommendations to help achieve clients financial goals - using the previous analysis we create and present our recommendations - this takes the form of a formal advice document called the Statement of Advice (SoA).
Implement the recommendations - Once the recommendations have been presented we will also assist with the implementation i.e. set up of new investments or changes to existing ones.
Review the client's situation - We would arrange to review annually or bi-annually to see how things are progressing and whether changes might be needed (ongoing advice).
Why do you charge ongoing financial advice fees?
Our belief is that financial advice is most effective when utilised over a long period of time (ongoing advice) and our service reflects this approach. Having your investments overseen by us as your financial advisers means that you can seek further guidance from us whenever you need.
And it means over time we can ensure the investments remain appropriate for your needs, or make changes if needed. Ongoing financial advice means having the reassurance that you are heading in the right direction.
Ongoing fees are charged as a percentage of fund under management i.e. a small percent of your invested funds, much the same way that fund managers charge fund administration fees. The are normally deducted from your investment account by the fund manager and paid direct to the adviser, monthly.
Can you help with UK pension transfers?
We can also help with advice on and assistance with transfers of UK pensions to New Zealand QROPS (NZ Qualifying Recognised Overseas Pension Scheme).
We provide this service under the brand: Move My Pension. See our website and contact us via the webform for more information: https://www.movemypension.co.nz/
Want to know more about how we can help you plan for the future?
