Proudly New Zealand owned and dedicated to supporting advisers so they can spend their time where it is most valuable – with their clients.
Our highly skilled team brings together local insight and global expertise to support your success.
We’re dedicated to delivering world-class service. See what our partners have to say.
Our range of solutions can be tailored to support advisers and their clients every step of the way.
Best-practice advisory services
Discretionary Investment Management Service (DIMS)
New Zealand’s most advanced custodial platform
Portfolio Investment Entity (PIE)
Advice-led KiwiSaver Scheme
Independent investment governance oversight
17 October 2024
27 August 2024
09 September 2024
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