Nick’s primary focus is advising people with sudden, often unexpected wealth.

He helps them adapt, plan and preserve their capital. The wealth may be the result of an inheritance, loss of a life partner, divorce, lotto win, sale of a business, insurance payout or a rise to fame in the sports or entertainment areas.

Nick’s empathy with clients and his experience as a leading adviser in the UK make him uniquely qualified for this role. He has a particular skill in building long term trusted relationships with clients based on understanding their holistic planning needs. 

Dan’s primary focus is to help clients achieve their financial goals.

He has spent almost two decades in the investment management and financial advice industries, advising Private Clients, Trusts and Charities, and helping them to achieve their financial goals. Having spent the first half of his career in the UK, Dan brought his global experience to New Zealand with the core ambition to help investors understand evidence-based investing and how to make smart decisions with their money.

In his experience, the difference between investing and speculating is not well understood and can lead to poor decision making.  Dan has a deep passion for financial markets and enjoys explaining to clients the underlying principles of how they operate.  Understanding how the markets work is the first step towards harnessing them in the pursuit of higher expected long-term returns.

Claudia Williams

Claudia’s primary focus is to provide customised solutions to assist clients in achieving their financial goals and objectives.

She specialises in wealth management planning and financial investment to a diverse range of clients, including individuals, family offices, trusts, and charitable organisations. She tailors her approach to address the unique financial goals and objectives of each client, offering comprehensive solutions that align with their specific needs. Whether the objective is to grow wealth, plan for retirement or portfolio optimisation, she collaborates closely with clients to personalise strategies to ensure long-term financial success.

Claudia’s passion lies in helping clients feel at ease with their financial positions, creating plans that are both sustainable and successful.

Laetitia’s primary focus is helping successful lawyers manage their wealth.

She also specialises in working with immigrants, who have been successful in their home countries, as they settle into New Zealand. Laetitia, who is originally from Belgium, was previously the Honorary Consul of Belgium in Auckland, New Zealand and was the founder of the successful fund management firm Liontamer Investments.

She is passionate about helping successful families make smart decisions about their money, creating a secure financial future for themselves and the people they love.