Resources

Below is a selection of links we have compiled that are relevant to the financial planning/private wealth management services we provide.

Chartered Accountants Australia and New Zealand (CAANZ)
Australasia’s largest professional network with over 100,000 members.

Dimensional Fund Advisors (DFA)
We are accredited advisers for DFA’s institutional global investment funds, which are recognised as world leaders in asset class investing. DFA has ~300B NZD under management through a global network of offices.

Society of Trust and Estate Practitioners (STEP)
The leading worldwide professional body for practitioners in the fields of trusts, estates, and related asset protection issues.

AEGIS
Our NZ custodial company owned by ASB/CBA bank that provides the portfolio administration platform and back-office accounting services for our private wealth management clients.

FinaMetrica
Our proven and internationally respected risk tolerance assessment tool and coaching process.

Financial Markets Authority (FMA)
The New Zealand authority responsible for investigating and ensuring compliance with NZ financial markets conduct legislation and regulations.

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