Our vision

Our vision is simple to 'help New Zealanders' and those interested investing in New Zealand get the most out of their investments.  To deliver this vision we have been on a relentless quest to find, develop and deliver innovative financial products and investment strategies to our clients the world around.

Key milestones  (things that we are proud of)

To name a few:

• 2003 - The company is formally established in Auckland New Zealand in 2003 with an office in London

• 2003 - We embark on our first series of information evenings throughout London designed to inform people of investment options

• 2003 - Partnership deal signed with high profile UK wealth management company to supply services direct to UK based clients

• 2004  - Formal relationships established with a number of UK IFAs to provide services direct to UK companies

• 2005  - Establish office in Wellington, New Zealand

• 2006 - Partnership deal signed in New Zealand with lending specialist

• 2006 - Facilitating over $2.5 million in pension transfers in a month, saving clients nearly $800,000 in tax

• 2006 - Start offering salary solutions in New Zealand

• 2007 - Establish scheduled  superannuation scheme in New Zealand

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