We design and implement an investment plan to help you meet your financial and lifestyle goals, constantly monitoring results.
It’s about growing a small egg and watching it develop to maturity. Just like kids, investment can be complex and unpredictable. The difference with sound, well-researched investment is that you get to cut the apron strings at a time of your choosing, put your feet up, and enjoy a happy retirement.
We learn about your goals and dreams. At what age do you hope to hit the beach? Will you have enough money, and when? It’s about exploring the future lifestyle you want, whether you want to put your feet up at 45 or 95, and plan investments to match.
Because we are independent and not aligned to any particular investment products, we can tailor the best solution for you.
Our Services
Financial Advice
Preparation of Investment Policy Statements.
Providing a second opinion service.
Financial Planning
Preparation of Financial and Retirement Plans.
Simulating whether you will attain the lifestyle and achieve the goals that you desire.
Wealth Management
Providing a portfolio review service to help ensure that you are meeting your fiduciary obligations as Trustees.
Meet our Financial Advisers
We have a trusted team of qualified Chartered Accountants and Financial Advisers – their knowledge, competency and ethics internationally recognised. In addition to being a licensed Financial Advice Provider, we adhere to the ethical and professional standards and rules of the Australia and New Zealand Institute of Chartered Accountants.
Marc Nel
Michelle Chen
Neil Edmundson
Shaun Brown
Book an appointment with one of our advisors today
For all current clients wishing to view their portfolios online
Important information you'll need to know about us
We have been accredited by the Centre for Fiduciary Excellence, an international accreditation organisation for investment advisers - www.cefex.org
Oldershaw & Co (Wealth) Ltd Partner Firm Member of Consilium - www.consiliumnz.co.nz.
