Stay well through Covid. And get in touch whenever you want.

 

Auckland may be at Level 3, but we know life doesn't stand still, wherever you are. You may be a current client, or you may be wanting to reach out with an initial enquiry. Either way, the Ethical Investing team is here for you, so please do get in touch.

Our purpose is simple: to provide you with clear, good-hearted advice so you can Live Life, On Purpose, With Confidence. Our holistic financial planning approach provides strategic advice that allows you to act decisively and stay on course, to dramatically increase the probability you will achieve your goals no matter what is happening in your life or the world at large, in accordance with your values.

As a fee-based boutique advisory firm, we get to know you really well. We’re unbiased, not aligned or tied to anyone. 

We’re also unashamedly committed to sustainability and ethical investing as the basis for our advice. Our leadership and commitment to quality and excellence and being the best in New Zealand is not just a set of words. In 2020 we became the first advice firm in New Zealand to be Certified by the Responsible Investment Association of Australasia (RIAA), committing us to the leading standard for ethical investing advice. With over 50 years' combined ethical investment experience, we also know what works and what doesn't. We were a finalist in the 2021 Mindful Money Awards. As a member of the Sustainable Business Network, we live our commitment to sustainability daily. 

You may be at or close to retirement and want to know 'will my funds last?' You may have received an inheritance and want it managed as a wise steward for future generations. You may be a trustee looking to harmonise your trust's investments with core values. You may be a professional looking to "make work optional" through ethically-based savings and investment.  You want to work with a team that 'gets' your core values, understands stewardship and wants to make the world a better place, and works with clients just like you.

Chances are, we already do.  

 

MORE ABOUT US

WHO WE HELP

We help people, families and others achieve their goals and invest ethically, especially those going through transition – unexpected wealth such as an inheritance, transitioning to retirement, and sale of a business, helping them navigate their way to clarity and confidence.

PROFESSIONALS & FAMILIES

PROFESSIONALS & FAMILIES

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"Mark has been my financial adviser for over 3 years. He has always provided me with excellent service, credible advice and unparalleled support. I trust him implicitly with my investments, knowing he understands my needs and goals, both short- and long-term. Mark provides me with investment advice and options that support these needs, and I have been thrilled to watch my investments solidly grow whilst under his watchful eye."

Kim

Rob and Mary