Get in touch
If you're looking for an independent perspective on wealth management and investments, or want an exploratory conversation about how we might be able to advise you, then we'd love to talk. Simply use the contact details below, and a member of our team will get in touch accordingly.
Get in touch
We currently advise individuals, families, iwi, Trusts, Charities, Family Offices, Foundations, and more.
Existing client
Please contact your Adviser directly. Alternatively, you can call the number above to be put through to the team.
Complaint process
If you have a complaint, please contact: [email protected]
We have an internal complaint process in place to address issues. We will reply to you within 2 working days (excluding public holidays and weekends). We aim to resolve your complaint in a timely manner and will indicate to you how long the resolution may take.
If your issue is not resolved, or if you decide not to use the internal complaint process, you can contact our independent external dispute resolution scheme: Financial Services Complaints Limited (FSCL). FSCL will not charge a fee to investigate or resolve a complaint.
FSCL’s contact details are:
fscl.org.nz
0800 347 257
FSCL, PO Box 5967, Wellington 6140