Robust investments and sound advice will have your money working harder for you. So, if you’re ready to build your wealth through investment, we can help you with a low-risk plan, based on your current circumstances and financial situation as well as your goals for the future. Whether it’s lump sum or ongoing payments, you’ll be enjoying the income from your investment thanks to a tailored strategy.
Based on our industry knowledge and experience we choose our investment partners carefully – it’s imperative they’re good at what they do, communicate well, and do it the ‘Kiwi way’. If you are worried that investments can often be too risky, rest assured, our aim isn’t just to build our clients’ wealth but to protect it too.
We believe in researching, planning and regularly reviewing our clients’ investments to grow their wealth steadily, rather than throw caution to the wind and risk it all. If you’ve got regular savings or a lump sum you’d like to invest outside of KiwiSaver, we can help you get that dream holiday, brand new boat or early retirement.
“Karen Millar was recommended to me by a friend. I had just separated from my husband and needed to get a mortgage in my own right. Karen was amazing! Karen explained to me very clearly what I needed to do and communication was great. Karen answered all my questions quickly and clearly. The process was easy and straightforward with Karen. After Karen secured my mortgage for me she has since assisted me to extend my credit twice to complete home renovations and buy a boat! Again, each time was extremely straightforward for me as Karen is so knowledgeable in her field. I would not hesitate to and have recommended people to Karen who I know have also had similar experiences to me in Karen’s care.”
"Thanks, so much Marie. You are awesome. We’d be lost without your input."