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When it comes to investment, our philosophy is to minimise costs and focus only on high quality sources of good returns supported by reputable, independent research. Talk to us for practical and prudent advice and services to help grow and protect your wealth.
Well-rounded service
We take a true partnership approach, really getting to know you and your financial situation so we can tailor a solution that confronts any challenges and ultimately realises your financial ambitions.
Apr 17
Autumn Economic and Investment Update
The first quarter of the year saw a continued strong performance from many international share markets. Ongoing hype around AI technologies and the growing expectation of interest rate reductions, helped investors look past some otherwise underwhelming economic indicators in many countries, including New Zealand.
Jan 19
Sumer Economic Update 2024
It is my pleasure to enclose our Summer Update covering the reporting period from October to December 2023.
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