Giving a fresh perspective to support your financial journey.
Giving a fresh perspective to support your financial journey.
Giving a fresh perspective to support your financial journey.
Giving a fresh perspective to support your financial journey.
Giving a fresh perspective to support your financial journey.
Giving a fresh perspective to support your financial journey.
Financial Advice that is authentic and transparent. Based in Wellington & Auckland, we service clients across New Zealand.
Financial Advice that is authentic and transparent. Based in Wellington & Auckland, we service clients across New Zealand.
Financial Advice that is authentic and transparent. Based in Wellington & Auckland, we service clients across New Zealand.
Financial Advice that is authentic and transparent. Based in Wellington & Auckland, we service clients across New Zealand.
Financial Advice that is authentic and transparent. Based in Wellington & Auckland, we service clients across New Zealand.
OPEN-MINDED AND TRANSPARENT.
Independently-owned Financial Advice
We can help with the following:
Investment advice
Helping you put your money to work in a way that’s specific to your circumstances.
Helping you put your money to work in a way that’s specific to your circumstances.
Helping you put your money to work in a way that’s specific to your circumstances.
Helping you put your money to work in a way that’s specific to your circumstances.
Helping you put your money to work in a way that’s specific to your circumstances.
Helping you put your money to work in a way that’s specific to your circumstances.
Cashflow planning
Gaining clarity and control over income and spending, working towards the goals that matter.
Gaining clarity and control over income and spending, working towards the goals that matter.
Gaining clarity and control over income and spending, working towards the goals that matter.
Gaining clarity and control over income and spending, working towards the goals that matter.
Future planning
Working with you to ensure you and your family will have enough for the needs of the future.
Working with you to ensure you and your family will have enough for the needs of the future.
Working with you to ensure you and your family will have enough for the needs of the future.
Working with you to ensure you and your family will have enough for the needs of the future.
Working with you to ensure you and your family will have enough for the needs of the future.
UK pension transfers
Made a decision to transfer your UK pension across to NZ, or have funds already invested in a ROPS in NZ?
Made a decision to transfer your UK pension across to NZ, or have funds already invested in a ROPS in NZ?
Made a decision to transfer your UK pension across to NZ, or have funds already invested in a ROPS in NZ?
Made a decision to transfer your UK pension across to NZ, or have funds already invested in a ROPS in NZ?
Made a decision to transfer your UK pension across to NZ, or have funds already invested in a ROPS in NZ?
KiwiSaver advice
Rational and thorough personalised advice on a wide range of top-class KiwiSaver Scheme Providers.
Rational and thorough personalised advice on a wide range of top-class KiwiSaver Scheme Providers.
Rational and thorough personalised advice on a wide range of top-class KiwiSaver Scheme Providers.
Rational and thorough personalised advice on a wide range of top-class KiwiSaver Scheme Providers.
Rational and thorough personalised advice on a wide range of top-class KiwiSaver Scheme Providers.
Charitable giving
No tokenism here. We encourage everyone to give and can tie this into your broader financial picture.
No tokenism here. We encourage everyone to give and can tie this into your broader financial picture.
No tokenism here. We encourage everyone to give and can tie this into your broader financial picture.
No tokenism here. We encourage everyone to give and can tie this into your broader financial picture.
No tokenism here. We encourage everyone to give and can tie this into your broader financial picture.
Investment education
Free 30 minute to 1 hour workplace sessions to support wellbeing initiatives.
Free 30 minute to 1 hour workplace sessions to support wellbeing initiatives.
Free 30 minute to 1 hour workplace sessions to support wellbeing initiatives.
Free 30 minute to 1 hour workplace sessions to support wellbeing initiatives.
Free 30 minute to 1 hour workplace sessions to support wellbeing initiatives.
Second Opinion
Receiving advice somewhere, but after the thoughts of an Independently-owned Financial Advice Provider?
Receiving advice somewhere, but after the thoughts of an Independently-owned Financial Advice Provider?
Receiving advice somewhere, but after the thoughts of an Independently-owned Financial Advice Provider?
Receiving advice somewhere, but after the thoughts of an Independently-owned Financial Advice Provider?
Receiving advice somewhere, but after the thoughts of an Independently-owned Financial Advice Provider?
As a Financial Adviser myself, I have recommended many clients to Joel, who have all provided very positive feedback about how approachable he is and a real pleasure to do business with, at the same time providing real solutions to various client needs.
As a Financial Adviser myself, I have recommended many clients to Joel, who have all provided very positive feedback about how approachable he is and a real pleasure to do business with, at the same time providing real solutions to various client needs.
As a Financial Adviser myself, I have recommended many clients to Joel, who have all provided very positive feedback about how approachable he is and a real pleasure to do business with, at the same time providing real solutions to various client needs.
“
“
Glen Mattingley
Glen Mattingley
Glen Mattingley
Financial Adviser, New Zealand Home Loans
Financial Adviser, New Zealand Home Loans
Financial Adviser, New Zealand Home Loans
As a Financial Adviser myself, I have recommended many clients to Joel, who have all provided very positive feedback about how approachable he is and a real pleasure to do business with, at the same time providing real solutions to various client needs.
“
“
Glen Mattingley
Financial Adviser, New Zealand Home Loans
As a Financial Adviser myself, I have recommended many clients to Joel, who have all provided very positive feedback about how approachable he is and a real pleasure to do business with, at the same time providing real solutions to various client needs.
“
“
Glen Mattingley
Financial Adviser, New Zealand Home Loans
Bringing a fresh perspective.
What Makes Us Radical?
Transparency
We provide full detail on what we would earn from your decision to work with us from all options we have available to you before you commit to becoming a client.
Choice
We provide advice on a wider range of KiwiSaver Schemes, Investment Service Providers & funds than most of the competition, and are always open to new possibilities.
All Valued
Regardless of your gender, religion, health status, ethnicity, age or even the size of the bank balance, we commit to leaving you feeling valued.
Giving
We encourage our clients to give of their time & money, and we lead by example by donating revenue to causes that we believe in.
Bringing a fresh perspective.
What Makes Us Radical?
Transparency
We provide full detail on what we would earn from your decision to work with us from all options we have available to you before you commit to becoming a client.
Choice
We provide advice on a wider range of KiwiSaver Schemes, Investment Service Providers & funds than most of the competition, and are always open to new possibilities.
All Valued
Regardless of your gender, religion, health status, ethnicity, age or even the size of the bank balance, we commit to leaving you feeling valued.
Giving
We encourage our clients to give of their time & money, and we lead by example by donating revenue to causes that we believe in.
Bringing a fresh perspective.
What Makes Us Radical?
Transparency
We provide full detail on what we would earn from your decision to work with us from all options we have available to you before you commit to becoming a client.
Choice
We provide advice on a wider range of KiwiSaver Schemes, Investment Service Providers & funds than most of the competition, and are always open to new possibilities.
All Valued
Regardless of your gender, religion, health status, ethnicity, age or even the size of the bank balance, we commit to leaving you feeling valued.
Giving
We encourage our clients to give of their time & money, and we lead by example by donating revenue to causes that we believe in.
Experienced advisers. Personal approach.
Our Advisers
Every client relationship is personal. Our advisers bring experience and shared values. Our advisers each bring their own strengths and experience, ensuring you receive guidance that suits your goals and values.
Every client relationship is personal. Our advisers bring experience and shared values. Our advisers each bring their own strengths and experience, ensuring you receive guidance that suits your goals and values.
Every client relationship is personal. Our advisers bring experience and shared values. Our advisers each bring their own strengths and experience, ensuring you receive guidance that suits your goals and values.
People-focused and supportive.
Our Process
1.
Intro
2.
Data
3.
Analysis
4.
Present
5.
Review
Lets meet
Before deciding to work with us, most people want to understand who they’re working with and how we might specifically be able to help. Similarly, we want to get to know you and understand what you’re looking for.
1.
Intro
2.
Data
3.
Analysis
4.
Present
5.
Review
Lets meet
Before deciding to work with us, most people want to understand who they’re working with and how we might specifically be able to help. Similarly, we want to get to know you and understand what you’re looking for.
1.
Intro
2.
Data
3.
Analysis
4.
Present
5.
Review
Lets meet
Before deciding to work with us, most people want to understand who they’re working with and how we might specifically be able to help. Similarly, we want to get to know you and understand what you’re looking for.
1.
Intro
2.
Data
3.
Analysis
4.
Present
5.
Review
Let's meet
Before deciding to work with us, most people want to understand who they’re working with and how we might specifically be able to help. Similarly, we want to get to know you and understand what you’re looking for.
1.
Intro
2.
Data
3.
Analysis
4.
Present
5.
Review
Let's meet
Before deciding to work with us, most people want to understand who they’re working with and how we might specifically be able to help. Similarly, we want to get to know you and understand what you’re looking for.
1.
Intro
2.
Data
3.
Analysis
4.
Present
5.
Review
Let's meet
Before deciding to work with us, most people want to understand who they’re working with and how we might specifically be able to help. Similarly, we want to get to know you and understand what you’re looking for.
1.
Intro
2.
Data
3.
Analysis
4.
Present
5.
Review
Let's meet
Before deciding to work with us, most people want to understand who they’re working with and how we might specifically be able to help. Similarly, we want to get to know you and understand what you’re looking for.
1.
Intro
2.
Data
3.
Analysis
4.
Present
5.
Review
Let's meet
Before deciding to work with us, most people want to understand who they’re working with and how we might specifically be able to help. Similarly, we want to get to know you and understand what you’re looking for.
Helping you Maximise your finances.
Pricing & Plans
Helping you Maximise your finances.
Pricing & Plans
Wealth Plan
$2,000+ incl. GST
We partner with you in a holistic understanding of your current financial position and future goals, inclusive of all assets, debts, income, expenses & any estate planning.
Determine how much you may have & need for retirement
Forecast significant life events & goals
Improve asset diversification
Factor in investment property
Model financial decisions & scenarios
Receive ongoing personalised financial advice & support
Pricing is dynamic depending on work involved for your specific circumstances and adviser engaged for the service.
Financial Coaching
$1,950+ incl. GST
We work with you to help you refine or stress test your investment thesis and develop your DIY financial strategy, being a co-pilot to help navigate a snapshot of your financial future.
Develop or refine groundwork for your financial strategy
Provide fresh perspective to align goals with reality
Assess how much of a financial surplus you have
Discover your current retirement trajectory
One-off engagement for a high-level overview
Designed for DIY investors
Pricing will vary depending on the adviser you engage and level of service.
Investment Plan
Up to $500
Looking solely at the investment picture, we develop investment portfolios that factor in your specific needs and personal situation, regardless of whether the sum is large or small
Grow your capital for long-term use
Use assets to generate income
Develop a personalised portfolio
You already have control of your money
Recently received a lump sum
ROPS Investment
Includes the features of a KiwiSaver Plan & more
KiwiSaver Investment Plan
Free*
For those solely after holistic KiwiSaver advice, we take into account your current financial circumstances and goals for your KiwiSaver account, providing a visualisation of how much you may have at retirement.
Recommendation on which KiwiSaver Scheme meets your needs
Recommendation on allocation to specific fund(s)
Factor in personal ethics and other preferences
Ongoing support, guidance & advice
*We charge nothing for the development of your plan; if you implement the plan, we may charge fees for our ongoing advice. We disclose full information on all potential costs before any commitment is required from you.
Wealth Plan
$2,000+ incl. GST
We partner with you in a holistic understanding of your current financial position and future goals, inclusive of all assets, debts, income, expenses & any estate planning.
Determine how much you may have & need for retirement
Forecast significant life events & goals
Improve asset diversification
Factor in investment property
Model financial decisions & scenarios
Receive ongoing personalised financial advice & support
Pricing is dynamic depending on work involved for your specific circumstances and adviser engaged for the service.
Financial Coaching
$1,950+ incl. GST
We work with you to help you refine or stress test your investment thesis and develop your DIY financial strategy, being a co-pilot to help navigate a snapshot of your financial future.
Develop or refine groundwork for your financial strategy
Provide fresh perspective to align goals with reality
Assess how much of a financial surplus you have
Discover your current retirement trajectory
One-off engagement for a high-level overview
Designed for DIY investors
Pricing will vary depending on the adviser you engage and level of service.
Investment Plan
Up to $500
Looking solely at the investment picture, we develop investment portfolios that factor in your specific needs and personal situation, regardless of whether the sum is large or small
Grow your capital for long-term use
Use assets to generate income
Develop a personalised portfolio
You already have control of your money
Recently received a lump sum
ROPS Investment
Includes the features of a KiwiSaver Plan & more
KiwiSaver Investment Plan
Free*
For those solely after holistic KiwiSaver advice, we take into account your current financial circumstances and goals for your KiwiSaver account, providing a visualisation of how much you may have at retirement.
Recommendation on which KiwiSaver Scheme meets your needs
Recommendation on allocation to specific fund(s)
Factor in personal ethics and other preferences
Ongoing support, guidance & advice
*We charge nothing for the development of your plan; if you implement the plan, we may charge fees for our ongoing advice. We disclose full information on all potential costs before any commitment is required from you.
Wealth Plan
$2,000+ incl. GST
We partner with you in a holistic understanding of your current financial position and future goals, inclusive of all assets, debts, income, expenses & any estate planning.
Determine how much you may have & need for retirement
Forecast significant life events & goals
Improve asset diversification
Factor in investment property
Model financial decisions & scenarios
Receive ongoing personalised financial advice & support
Pricing is dynamic depending on work involved for your specific circumstances and adviser engaged for the service.
Financial Coaching
$1,950+ incl. GST
We work with you to help you refine or stress test your investment thesis and develop your DIY financial strategy, being a co-pilot to help navigate a snapshot of your financial future.
Develop or refine groundwork for your financial strategy
Provide fresh perspective to align goals with reality
Assess how much of a financial surplus you have
Discover your current retirement trajectory
One-off engagement for a high-level overview
Designed for DIY investors
Pricing will vary depending on the adviser you engage and level of service.
Investment Plan
Up to $500
Looking solely at the investment picture, we develop investment portfolios that factor in your specific needs and personal situation, regardless of whether the sum is large or small
Grow your capital for long-term use
Use assets to generate income
Develop a personalised portfolio
You already have control of your money
Recently received a lump sum
ROPS Investment
Includes the features of a KiwiSaver Plan & more
KiwiSaver Investment Plan
Free*
For those solely after holistic KiwiSaver advice, we take into account your current financial circumstances and goals for your KiwiSaver account, providing a visualisation of how much you may have at retirement.
Recommendation on which KiwiSaver Scheme meets your needs
Recommendation on allocation to specific fund(s)
Factor in personal ethics and other preferences
Ongoing support, guidance & advice
*We charge nothing for the development of your plan; if you implement the plan, we may charge fees for our ongoing advice. We disclose full information on all potential costs before any commitment is required from you.
Wealth Plan
$2,000+ incl. GST
We partner with you in a holistic understanding of your current financial position and future goals, inclusive of all assets, debts, income, expenses & any estate planning.
Determine how much you may have & need for retirement
Forecast significant life events & goals
Improve asset diversification
Factor in investment property
Model financial decisions & scenarios
Receive ongoing personalised financial advice & support
Pricing is dynamic depending on work involved for your specific circumstances and adviser engaged for the service.
Financial Coaching
$1,950+ incl. GST
We work with you to help you refine or stress test your investment thesis and develop your DIY financial strategy, being a co-pilot to help navigate a snapshot of your financial future.
Develop or refine groundwork for your financial strategy
Provide fresh perspective to align goals with reality
Assess how much of a financial surplus you have
Discover your current retirement trajectory
One-off engagement for a high-level overview
Designed for DIY investors
Pricing will vary depending on the adviser you engage and level of service.
Investment Plan
Up to $500
Looking solely at the investment picture, we develop investment portfolios that factor in your specific needs and personal situation, regardless of whether the sum is large or small
Grow your capital for long-term use
Use assets to generate income
Develop a personalised portfolio
You already have control of your money
Recently received a lump sum
ROPS Investment
Includes the features of a KiwiSaver Plan & more
KiwiSaver Investment Plan
Free*
For those solely after holistic KiwiSaver advice, we take into account your current financial circumstances and goals for your KiwiSaver account, providing a visualisation of how much you may have at retirement.
Recommendation on which KiwiSaver Scheme meets your needs
Recommendation on allocation to specific fund(s)
Factor in personal ethics and other preferences
Ongoing support, guidance & advice
*We charge nothing for the development of your plan; if you implement the plan, we may charge fees for our ongoing advice. We disclose full information on all potential costs before any commitment is required from you.
Wealth Plan
$2,000+ incl. GST
We partner with you in a holistic understanding of your current financial position and future goals, inclusive of all assets, debts, income, expenses & any estate planning.
Determine how much you may have & need for retirement
Forecast significant life events & goals
Improve asset diversification
Factor in investment property
Model financial decisions & scenarios
Receive ongoing personalised financial advice & support
Pricing is dynamic depending on work involved for your specific circumstances and adviser engaged for the service.
Financial Coaching
$1,950+ incl. GST
We work with you to help you refine or stress test your investment thesis and develop your DIY financial strategy, being a co-pilot to help navigate a snapshot of your financial future.
Develop or refine groundwork for your financial strategy
Provide fresh perspective to align goals with reality
Assess how much of a financial surplus you have
Discover your current retirement trajectory
One-off engagement for a high-level overview
Designed for DIY investors
Pricing will vary depending on the adviser you engage and level of service.
Investment Plan
Up to $500
Looking solely at the investment picture, we develop investment portfolios that factor in your specific needs and personal situation, regardless of whether the sum is large or small
Grow your capital for long-term use
Use assets to generate income
Develop a personalised portfolio
You already have control of your money
Recently received a lump sum
ROPS Investment
Includes the features of a KiwiSaver Plan & more
KiwiSaver Investment Plan
Free*
For those solely after holistic KiwiSaver advice, we take into account your current financial circumstances and goals for your KiwiSaver account, providing a visualisation of how much you may have at retirement.
Recommendation on which KiwiSaver Scheme meets your needs
Recommendation on allocation to specific fund(s)
Factor in personal ethics and other preferences
Ongoing support, guidance & advice
*We charge nothing for the development of your plan; if you implement the plan, we may charge fees for our ongoing advice. We disclose full information on all potential costs before any commitment is required from you.
Wealth Plan
$2,000+ incl. GST
We partner with you in a holistic understanding of your current financial position and future goals, inclusive of all assets, debts, income, expenses & any estate planning.
Determine how much you may have & need for retirement
Forecast significant life events & goals
Improve asset diversification
Factor in investment property
Model financial decisions & scenarios
Receive ongoing personalised financial advice & support
Pricing is dynamic depending on work involved for your specific circumstances and adviser engaged for the service.
Financial Coaching
$1,950+ incl. GST
We work with you to help you refine or stress test your investment thesis and develop your DIY financial strategy, being a co-pilot to help navigate a snapshot of your financial future.
Develop or refine groundwork for your financial strategy
Provide fresh perspective to align goals with reality
Assess how much of a financial surplus you have
Discover your current retirement trajectory
One-off engagement for a high-level overview
Designed for DIY investors
Pricing will vary depending on the adviser you engage and level of service.
Investment Plan
Up to $500
Looking solely at the investment picture, we develop investment portfolios that factor in your specific needs and personal situation, regardless of whether the sum is large or small
Grow your capital for long-term use
Use assets to generate income
Develop a personalised portfolio
You already have control of your money
Recently received a lump sum
ROPS Investment
Includes the features of a KiwiSaver Plan & more
KiwiSaver Investment Plan
Free*
For those solely after holistic KiwiSaver advice, we take into account your current financial circumstances and goals for your KiwiSaver account, providing a visualisation of how much you may have at retirement.
Recommendation on which KiwiSaver Scheme meets your needs
Recommendation on allocation to specific fund(s)
Factor in personal ethics and other preferences
Ongoing support, guidance & advice
*We charge nothing for the development of your plan; if you implement the plan, we may charge fees for our ongoing advice. We disclose full information on all potential costs before any commitment is required from you.
Wealth Plan
$2,000+ incl. GST
We partner with you in a holistic understanding of your current financial position and future goals, inclusive of all assets, debts, income, expenses & any estate planning.
Determine how much you may have & need for retirement
Forecast significant life events & goals
Improve asset diversification
Factor in investment property
Model financial decisions & scenarios
Receive ongoing personalised financial advice & support
Pricing is dynamic depending on work involved for your specific circumstances and adviser engaged for the service.
Financial Coaching
$1,950+ incl. GST
We work with you to help you refine or stress test your investment thesis and develop your DIY financial strategy, being a co-pilot to help navigate a snapshot of your financial future.
Develop or refine groundwork for your financial strategy
Provide fresh perspective to align goals with reality
Assess how much of a financial surplus you have
Discover your current retirement trajectory
One-off engagement for a high-level overview
Designed for DIY investors
Pricing will vary depending on the adviser you engage and level of service.
Investment Plan
Up to $500
Looking solely at the investment picture, we develop investment portfolios that factor in your specific needs and personal situation, regardless of whether the sum is large or small
Grow your capital for long-term use
Use assets to generate income
Develop a personalised portfolio
You already have control of your money
Recently received a lump sum
ROPS Investment
Includes the features of a KiwiSaver Plan & more
KiwiSaver Investment Plan
Free*
For those solely after holistic KiwiSaver advice, we take into account your current financial circumstances and goals for your KiwiSaver account, providing a visualisation of how much you may have at retirement.
Recommendation on which KiwiSaver Scheme meets your needs
Recommendation on allocation to specific fund(s)
Factor in personal ethics and other preferences
Ongoing support, guidance & advice
*We charge nothing for the development of your plan; if you implement the plan, we may charge fees for our ongoing advice. We disclose full information on all potential costs before any commitment is required from you.
Wealth Plan
$2,000+ incl. GST
We partner with you in a holistic understanding of your current financial position and future goals, inclusive of all assets, debts, income, expenses & any estate planning.
Determine how much you may have & need for retirement
Forecast significant life events & goals
Improve asset diversification
Factor in investment property
Model financial decisions & scenarios
Receive ongoing personalised financial advice & support
Pricing is dynamic depending on work involved for your specific circumstances and adviser engaged for the service.
Financial Coaching
$1,950+ incl. GST
We work with you to help you refine or stress test your investment thesis and develop your DIY financial strategy, being a co-pilot to help navigate a snapshot of your financial future.
Develop or refine groundwork for your financial strategy
Provide fresh perspective to align goals with reality
Assess how much of a financial surplus you have
Discover your current retirement trajectory
One-off engagement for a high-level overview
Designed for DIY investors
Pricing will vary depending on the adviser you engage and level of service.
Investment Plan
Up to $500
Looking solely at the investment picture, we develop investment portfolios that factor in your specific needs and personal situation, regardless of whether the sum is large or small
Grow your capital for long-term use
Use assets to generate income
Develop a personalised portfolio
You already have control of your money
Recently received a lump sum
ROPS Investment
Includes the features of a KiwiSaver Plan & more
KiwiSaver Investment Plan
Free*
For those solely after holistic KiwiSaver advice, we take into account your current financial circumstances and goals for your KiwiSaver account, providing a visualisation of how much you may have at retirement.
Recommendation on which KiwiSaver Scheme meets your needs
Recommendation on allocation to specific fund(s)
Factor in personal ethics and other preferences
Ongoing support, guidance & advice
*We charge nothing for the development of your plan; if you implement the plan, we may charge fees for our ongoing advice. We disclose full information on all potential costs before any commitment is required from you.
Wealth Plan
$2,000+ incl. GST
We partner with you in a holistic understanding of your current financial position and future goals, inclusive of all assets, debts, income, expenses & any estate planning.
Determine how much you may have & need for retirement
Forecast significant life events & goals
Improve asset diversification
Factor in investment property
Model financial decisions & scenarios
Receive ongoing personalised financial advice & support
Pricing is dynamic depending on work involved for your specific circumstances and adviser engaged for the service.
Financial Coaching
$1,950+ incl. GST
We work with you to help you refine or stress test your investment thesis and develop your DIY financial strategy, being a co-pilot to help navigate a snapshot of your financial future.
Develop or refine groundwork for your financial strategy
Provide fresh perspective to align goals with reality
Assess how much of a financial surplus you have
Discover your current retirement trajectory
One-off engagement for a high-level overview
Designed for DIY investors
Pricing will vary depending on the adviser you engage and level of service.
Investment Plan
Up to $500
Looking solely at the investment picture, we develop investment portfolios that factor in your specific needs and personal situation, regardless of whether the sum is large or small
Grow your capital for long-term use
Use assets to generate income
Develop a personalised portfolio
You already have control of your money
Recently received a lump sum
ROPS Investment
Includes the features of a KiwiSaver Plan & more
KiwiSaver Investment Plan
Free*
For those solely after holistic KiwiSaver advice, we take into account your current financial circumstances and goals for your KiwiSaver account, providing a visualisation of how much you may have at retirement.
Recommendation on which KiwiSaver Scheme meets your needs
Recommendation on allocation to specific fund(s)
Factor in personal ethics and other preferences
Ongoing support, guidance & advice
*We charge nothing for the development of your plan; if you implement the plan, we may charge fees for our ongoing advice. We disclose full information on all potential costs before any commitment is required from you.
Wealth Plan
$2,000+ incl. GST
We partner with you in a holistic understanding of your current financial position and future goals, inclusive of all assets, debts, income, expenses & any estate planning.
Determine how much you may have & need for retirement
Forecast significant life events & goals
Improve asset diversification
Factor in investment property
Model financial decisions & scenarios
Receive ongoing personalised financial advice & support
Pricing is dynamic depending on work involved for your specific circumstances and adviser engaged for the service.
Financial Coaching
$1,950+ incl. GST
We work with you to help you refine or stress test your investment thesis and develop your DIY financial strategy, being a co-pilot to help navigate a snapshot of your financial future.
Develop or refine groundwork for your financial strategy
Provide fresh perspective to align goals with reality
Assess how much of a financial surplus you have
Discover your current retirement trajectory
One-off engagement for a high-level overview
Designed for DIY investors
Pricing will vary depending on the adviser you engage and level of service.
Investment Plan
Up to $500
Looking solely at the investment picture, we develop investment portfolios that factor in your specific needs and personal situation, regardless of whether the sum is large or small
Grow your capital for long-term use
Use assets to generate income
Develop a personalised portfolio
You already have control of your money
Recently received a lump sum
ROPS Investment
Includes the features of a KiwiSaver Plan & more
KiwiSaver Investment Plan
Free*
For those solely after holistic KiwiSaver advice, we take into account your current financial circumstances and goals for your KiwiSaver account, providing a visualisation of how much you may have at retirement.
Recommendation on which KiwiSaver Scheme meets your needs
Recommendation on allocation to specific fund(s)
Factor in personal ethics and other preferences
Ongoing support, guidance & advice
*We charge nothing for the development of your plan; if you implement the plan, we may charge fees for our ongoing advice. We disclose full information on all potential costs before any commitment is required from you.
Wealth Plan
$2,000+ incl. GST
We partner with you in a holistic understanding of your current financial position and future goals, inclusive of all assets, debts, income, expenses & any estate planning.
Determine how much you may have & need for retirement
Forecast significant life events & goals
Improve asset diversification
Factor in investment property
Model financial decisions & scenarios
Receive ongoing personalised financial advice & support
Pricing is dynamic depending on work involved for your specific circumstances and adviser engaged for the service.
Financial Coaching
$1,950+ incl. GST
We work with you to help you refine or stress test your investment thesis and develop your DIY financial strategy, being a co-pilot to help navigate a snapshot of your financial future.
Develop or refine groundwork for your financial strategy
Provide fresh perspective to align goals with reality
Assess how much of a financial surplus you have
Discover your current retirement trajectory
One-off engagement for a high-level overview
Designed for DIY investors
Pricing will vary depending on the adviser you engage and level of service.
Investment Plan
Up to $500
Looking solely at the investment picture, we develop investment portfolios that factor in your specific needs and personal situation, regardless of whether the sum is large or small
Grow your capital for long-term use
Use assets to generate income
Develop a personalised portfolio
You already have control of your money
Recently received a lump sum
ROPS Investment
Includes the features of a KiwiSaver Plan & more
KiwiSaver Investment Plan
Free*
For those solely after holistic KiwiSaver advice, we take into account your current financial circumstances and goals for your KiwiSaver account, providing a visualisation of how much you may have at retirement.
Recommendation on which KiwiSaver Scheme meets your needs
Recommendation on allocation to specific fund(s)
Factor in personal ethics and other preferences
Ongoing support, guidance & advice
*We charge nothing for the development of your plan; if you implement the plan, we may charge fees for our ongoing advice. We disclose full information on all potential costs before any commitment is required from you.
Wealth Plan
$2,000+ incl. GST
We partner with you in a holistic understanding of your current financial position and future goals, inclusive of all assets, debts, income, expenses & any estate planning.
Determine how much you may have & need for retirement
Forecast significant life events & goals
Improve asset diversification
Factor in investment property
Model financial decisions & scenarios
Receive ongoing personalised financial advice & support
Pricing is dynamic depending on work involved for your specific circumstances and adviser engaged for the service.
Financial Coaching
$1,950+ incl. GST
We work with you to help you refine or stress test your investment thesis and develop your DIY financial strategy, being a co-pilot to help navigate a snapshot of your financial future.
Develop or refine groundwork for your financial strategy
Provide fresh perspective to align goals with reality
Assess how much of a financial surplus you have
Discover your current retirement trajectory
One-off engagement for a high-level overview
Designed for DIY investors
Pricing will vary depending on the adviser you engage and level of service.
Investment Plan
Up to $500
Looking solely at the investment picture, we develop investment portfolios that factor in your specific needs and personal situation, regardless of whether the sum is large or small
Grow your capital for long-term use
Use assets to generate income
Develop a personalised portfolio
You already have control of your money
Recently received a lump sum
ROPS Investment
Includes the features of a KiwiSaver Plan & more
KiwiSaver Investment Plan
Free*
For those solely after holistic KiwiSaver advice, we take into account your current financial circumstances and goals for your KiwiSaver account, providing a visualisation of how much you may have at retirement.
Recommendation on which KiwiSaver Scheme meets your needs
Recommendation on allocation to specific fund(s)
Factor in personal ethics and other preferences
Ongoing support, guidance & advice
*We charge nothing for the development of your plan; if you implement the plan, we may charge fees for our ongoing advice. We disclose full information on all potential costs before any commitment is required from you.
Ready to start taking control of your finances? Let’s chat.
Ready to start taking control of your finances? Let’s chat.
Other services
Move your Australian Super to New Zealand to unlock wealth opportunities
Are you an Australian citizen interested in moving your Super to New Zealand KiwiSaver?
Many Australians are discovering that transferring to New Zealand KiwiSaver offers a strategic way to navigate new regulations (such as Division 296) while accessing greater investment flexibility.
Many Australians are discovering that transferring to New Zealand KiwiSaver offers a strategic way to navigate new regulations (such as Division 296) while accessing greater investment flexibility.
Many Australians are discovering that transferring to New Zealand KiwiSaver offers a strategic way to navigate new regulations (such as Division 296) while accessing greater investment flexibility.
Perspectives on Money & Markets
Radical Investment Blog
Bitcoin in KiwiSaver
18 Oct 2025
Since early 2024, demand for Bitcoin exposure via reliable, regulated investments has exploded. This has come in the form of spot ETFs, Bitcoin Treasury Companies, Bitcoin Mining Companies and other companies holding Bitcoin on their Balance Sheet. As demand has evolved globally, even more Bitcoin-themed investment options have become available for KiwiWRAP KiwiSaver Scheme members.
Gold & Silver in KiwiSaver
18 Oct 2025
With escalating concerns about the US dollar and general currency debasement, we are observing an increasing demand for exposure to assets like gold & silver (along with Bitcoin) as hedges. Inflation resulting in cost-of-living concerns, geopolitical risks, and the reclassification of gold as a ‘tier 1’ reserve asset for central banks (next to Treasuries), has led to significant price appreciation for these alternative forms of money in recent years.
Time to get Radical.
Book a Free Consultation
Before deciding to work with us, most people want to understand who they’re working with and how we might specifically be able to help. Similarly, we want to get to know you and understand what you’re looking for.
Before deciding to work with us, most people want to understand who they’re working with and how we might specifically be able to help. Similarly, we want to get to know you and understand what you’re looking for.
Before deciding to work with us, most people want to understand who they’re working with and how we might specifically be able to help. Similarly, we want to get to know you and understand what you’re looking for.
30 minutes to 1 hour, depending on you
30 minutes to 1 hour, depending on you
30 minutes to 1 hour, depending on you
No cost to sound us out
No cost to sound us out
No cost to sound us out
No commitment required from an initial chat
No commitment required from an initial chat
No commitment required from an initial chat
Receive clarity on how we can specifically help you
Receive clarity on how we can specifically help you
Receive clarity on how we can specifically help you
Contact us
Get in touch with Radical Investment
© Copyright 2025, All Rights Reserved.
Level 8/95 Customhouse Quay,
Wellington 6011, New Zealand.
Contact us
Get in touch with Radical Investment
© Copyright 2025, All Rights Reserved.
Level 8/95 Customhouse Quay,
Wellington 6011, New Zealand.
Contact us
Get in touch with Radical Investment
© Copyright 2025, All Rights Reserved.
Level 8/95 Customhouse Quay,
Wellington 6011, New Zealand.
Contact us
Get in touch with Radical Investment
© Copyright 2025, All Rights Reserved.
Level 8/95 Customhouse Quay,
Wellington 6011, New Zealand.
Contact us
Get in touch with Radical Investment
© Copyright 2025, All Rights Reserved.
Level 8/95 Customhouse Quay,
Wellington 6011, New Zealand.