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We provide comprehensive advice to our clients across a wide range of financial planning areas

Tauranga-based, servicing New Zealand-wide

Practical investing knowledge that make sense for New Zealanders

Explore our video library for clear, science-backed perspectives on investing, financial planning, and market behaviour. Featuring insights from global experts and locals alike, these short videos help you cut through the noise, understand the principles that drive long-term success, and see the value of independent advice—delivered in a way that’s relevant to Kiwi investors.

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Applying science to investing
Perspectives on Market Volatility
The Importance of Advice
Independent Objective Advice
Controlling What You Can Control
The Power of the Markets
Advantages of Working with Advisors
Myron Scholes on Dimensional
Eugene Fama on Modern Finance
Tuning Out the Noise
Ignoring the ‘noise’ when investing

We provide comprehensive advice to our clients across a wide range of financial planning areas

Tauranga-based, servicing New Zealand-wide