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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.
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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.
Jul 19
Winter 2024 Economic update
The second quarter of the year saw further strong returns from some of the world’s largest technology companies, which helped drive the share market to record highs in the US. However, outside of the much-hyped information technology space, the performance of other sectors and regions was generally more mixed.
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.
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