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
Advice-led KiwiSaver Scheme
New Zealand’s most advanced custodial platform
Investment Funds & KiwiSaver Scheme
Discretionary Investment Management Service (DIMS)
19 May 2025
27 March 2025
19 March 2025
Back
Client Relationship Lead
