Whether you’re just getting started with investing or want a second opinion on your existing investments, we provide independent, jargon-free guidance tailored to your life and values. We’ll help you build and protect your wealth through personalised strategies, with ongoing support to keep you on track as your needs evolve.
With our help, your investments become a meaningful step towards the life you want, rather than just numbers on a page. Contact us today to see how our team of independent financial planners can help you achieve your investment goals with confidence.
If you've never invested before, you might have some reservations about how to get started. We can give you the confidence you need with independent, easy-to-understand advice. We'll give you the right start to your investment journey by ensuring you have the right portfolio and range of investments.
No jargon, no pressure - just smart guidance tailored to your goals.
No jargon, no pressure - just smart guidance tailored to your goals.
Life changes, and markets do too, so your investment strategy needs to evolve. We can review any investments you already have and take a look at whether they are still serving you and your financial goals.
If they aren't, we can make recommendations for change whether it's where you are investing, the diversity of your portfolio or the amount you have invested.
If they aren't, we can make recommendations for change whether it's where you are investing, the diversity of your portfolio or the amount you have invested.
Having a lump sum to invest can be a bonus to your finances. But it often comes with emotions - sad ones if it's money from an event like a divorce or a death, or happy ones if it's from an unexpected windfall or something fun like winning the lottery.
We can help you separate the emotion from the financial decisions and invest your lump sum wisely.
Successful investing isn’t just about picking funds or shares; it’s about aligning your investments with your wider financial strategy. We consider your cashflow, savings, debt, and retirement plans, ensuring your money is working efficiently and in harmony with your overall goals. This helps you:
- align your investments with your lifestyle and budgeting needs
- balance debt repayment while building wealth
- adapt your strategy as your life and goals change
As part of that holistic approach, our team can also assist you with:
We'll help you get your finances in order for now and build long-term wealth with the right decisions.
We can help you ensure you have all the financial parts in place to enable your retirement dreams with clear retirement planning.
Pensions
As well as helping you manage NZ-based pension schemes, we also work to help client transfer UK pensions or Australian Super to New Zealand if its applicable.
At G3, we work with reputable providers and use evidence-based tools to build diversified, resilient portfolios focused on long-term results. We understand the advancements in investing and implement portfolios structured around compelling scientific evidence.
- Investing is deliberate
- Investments must be secure
- Diversification is essential
- Costs & taxes are key factors
- Transparency is essential
- Risk & return are linked
Too many investors focus on the markets, the economy, fund manager ratings, or the performance of a particular security or strategy but the significance of a portfolio asset allocation, and the proportions of its total assets invested in different asset classes should not be underrated. We share our knowledge so that our advice makes sense, collaborating with you and educating you to help you understand your investment and can focus on what you can control. Find out more about evidence-based investing in our collection of video guides.
