How We Work
Discover
We gain a detailed understanding of your unique situation. We establish what is important to you, your current financial position, your objectives and any risks that might impede achieving your goals.
Plan
We design a personalised, goals-driven financial plan. We prioritise what is most important and build confidence in achieving your objectives through detailed financial planning and cashflow modelling.
Implement
We tailor your investment experience with a mixture of growth and defensive assets based on your risk tolerance. As your trusted adviser, we ensure you stay on track over time and achieve your financial goals.
Our CHIP Values
Caring
This value refers to the importance of showing compassion and empathy towards others. It means taking the time to understand the needs and concerns of our clients and providing support to ensure they achieve their financial goals.
Honesty
This value emphasizes the importance of being truthful and transparent in all our dealings. Honesty involves speaking the truth even when it is difficult or uncomfortable. It also means being upfront about our intentions and not misleading our clients.
Integrity
This value involves adhering to a strong moral and ethical code. It means doing what is right, even when no one is watching, and consistently demonstrating good character and ethical behaviour daily.
Professionalism
This value relates to our conduct in a professional setting, emphasising competence, reliability, and respect for others. Professionalism also involves taking responsibility for our actions and being accountable for our mistakes.
Social Responsibility
Responsible investing is at the core of what we do. You can express your values through your investment choices and help protect the world we inhabit for future generations.
Environmentally conscious portfolios that are focused on climate change, energy emissions, waste management and resource depletion.
Ethically screened portfolios that exclude harmful industries such as factory farming, cluster munitions, child labour, tobacco and nuclear weapon systems.
Portfolios that encourage high-quality governance through shareholder voting, advocating ethical and sustainable business practices for long-term value.
Diversification
The importance of diversification cannot be overstated. With exposure to over 10,000 individual companies spread across every major investable market, our portfolios are some of the most diversified strategies available in New Zealand.
Consilium
We work with Consilium who are known for their innovative globally recognised best-practice systems and solutions to support financial advisers.
Consilium’s highly qualified investment committee provides institutional-quality investment management, disciplined portfolio monitoring and whole-of-market research.
Find out more at: consilium.co.nz
Partnering With The Best
Philanthropic Giving
Many of our clients want to support charitable causes but planning for philanthropy can be challenging and so we have partnered with The Gift Trust to make charitable donations easier and more efficient.