Taupō, Waikato Region
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Navigating the complex world of investments can be challenging, but we’re here to simplify it. As an independent investment consultant, we specialize in providing customized advice tailored to the needs of charitable trusts, Māori and iwi groups, financial advisers, high-net-worth individuals, and fund management firms. Our expertise spans investment governance, policy design, and portfolio management, ensuring that your investments align with your values. With a strong commitment to socially-responsible investing, we focus on strategies that not only yield returns but also make a positive impact. Let us help you achieve your financial goals with clarity and confidence.
Cash accepted
Credit card accepted
EFTPOS
Free parking
Street parking
Monday
09:00 - 17:00
Tuesday
09:00 - 17:00
Wednesday
09:00 - 17:00
Thursday
09:00 - 17:00
Friday
09:00 - 17:00
Saturday
Closed
Sunday
Closed
Taupō, Waikato Region