Who can invest with us?

We cater for a wide range of clients; it is part of what keeps our job interesting:

  • Where: Whilst based in Central Otago we frequently travel to visit clients all over New Zealand. With email, skype, online access to portfolios distance is no longer the tyranny it once was. We can provide a high level of service wherever you are.
  • Experience: We help clients with all levels of investment experience, from those who are only starting their investment journey to seasoned and well informed long time investors.
  • Amount to invest: We look after clients with only a few tens of thousands to those with several million, although most of our clients have over $500,000 to invest.
  • Client Types: We give advice and provide services to a variety of different client types including individuals, trusts, charities, and family groups.