Get Rich Slow The most reliable path to wealth isn’t fast. It’s disciplined.
This is a three-step programme designed to build lasting wealth. You can enter at any step to optimise your financial future.
KiwiSaver Advice
We personalise your KiwiSaver portfolio to align with your values, reduce costs, and improve returns.
Most people leave their KiwiSaver on default settings. We optimise it to work harder for you.
Personal Insurance Advice
Insurance protects your retirement assets. As your wealth grows, we progressively reduce your cover, because you need less protection when you have more assets.
We structure insurance to complement your wealth-building strategy, not replace it.
Special offer
If we also manage your KiwiSaver, we pay you $1,000 as a cash rebate when you take out insurance contracts with us.
Investment Portfolio
We build personalised direct share portfolios tailored to your goals, risk tolerance, and values.
No cookie-cutter funds. No hidden fees. Just disciplined, long-term investing in quality companies.
Our fee model
One fee per year. Only when your portfolio makes a profit. No growth = no fee. We only succeed when you do.