Established in Christchurch in 1994, we are passionate about the value financial advice and integrated wealth management services bring to our clients - high net worth individuals and families with complex needs. Our mission as a firm, simply stated, is to improve the quality of our clients' lives...resulting in greater satisfaction, peace of mind, and freedom for them to achieve more in life.

We serve a nationwide, and often global, clientele whom we expect to remain clients forever.