Let's Chat!

There is nothing like really getting to know an adviser before you trust him or her with your investments. Similarly, as advisers, we need to know prospective clients before we decide if we will act for them. It is almost like having a first date and then deciding if it is going to be a serious relationship. In the initial getting to know you stage, we may use email, telephone or arrange a meeting, whichever is the more convenient. 

We are enthusiastic about the role we could play in making your money work for you.

To make the next move, please fill out the form below.

Head Office
181 King Street, PO Box 8, Whakatane 3158
Phone: (07) 306 0080     Fax: (07) 306 0081
Toll Free: 0800 16 18 20