Get Rich Slow
The most reliable path to wealth isn’t fast. It’s disciplined.
- KiwiSaver optimisation
- Personal insurance advice
- Direct share portfolios
We help you build wealth. Or keep it.
You set the direction. We do the work, honestly and intelligently. Two programmes, one philosophy.
“On investment portfolios, after set-up costs, we only get paid when your portfolio grows.”
Two programmes. One commitment.
Live Well, Leave Well
Your wealth is built. Now make it work for your life, and beyond.
- Portfolio review & consolidation
- Sustainable income strategies
- Legacy & beneficiary planning
Why Collies
Profit-share fees
Our portfolio fee is 10% of each year’s gains. No gain, no profit-share fee. Set-up and custodian costs are separate.
15-year guarantee
If our investment selection loses you money over 15 years, we’ll reimburse the loss as far as we’re financially able. It doesn’t apply if global GDP is lower when you leave than when you invested.
No minimum
Start with any amount
Inspired by Buffett, Munger & Taleb
The investment thinking we follow
Every fee, and the guarantee in full, in our disclosure statement
You are the farmer. We are the Border Collie.
A Border Collie doesn’t replace the farmer. It supports, protects and helps the farmer achieve more than they could alone. That is the partnership we seek to build with every investor.