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.
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.