With over 60 years of combined experience in the financial markets we can do all that stuff, and do it well. If we're not sure about the best solution for your particular circumstances we'll either find out or refer you to someone who can.
If you'd like to see if we can help you, it costs you nothing to call us to make an appointment for a chat. We're not going to send you a huge bill out of the blue or commit you to something you'll end up paying for, for the rest of your life.
Ring us and tell us what you want from us and we'll see if we can help. Ask us some questions you might like the answers.
While you're earning we can help you with strategies to save some money so you can start building towards an investment portfolio.
We can give you advise on how to minimise financial expenses, offer you budgeting techniques, and help you with cash flow forecasting.
We can help you understand how to effectively use KiwiSaver as a valuable tool to assist build your retirement nest egg.
Once you've accumulated a bit of money you'll be wanting to invest it wisely and you'll need to keep track of it.
We can help you work out:
We can help with do it yourself options like Sharesight and Xero through to fully managed wrap platforms such as OneAnswer.
We've seen it before and we know we'll see it again. We have actually been there, done that. Pretty sure I've got the tee shirt somewhere.
07 578 3863
07 578 3863
PO Box 843
Level 1, Office 4
556 Cameron Road
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Most weeks Jonathan York posts a video discussing recent events and how they might affect New Zealand investors.