A legacy deserves a plan. Your future deserves a partner.
Providing a safe, discreet landing for significant family wealth. We protect against market noise and focus on quiet, steady growth.
Based on a growth investor profile earning 11.5% p.a. after fees and taxes.
Providing a calm, objective filter for your new capital
Significant wealth often attracts unsolicited advice and complex financial products. Our role is to act as your shield against industry “noise.” By providing a professional buffer between you and the volatility of the markets, we ensure your decisions are based on long-term strategy rather than short-term emotion.
We help you navigate the shift from receiving an asset to stewarding it. Our focus is on the protection of your purchasing power and the creation of a sustainable financial engine that supports your life for decades to come.
Structuring wealth for the long term
Our primary goal is to ensure the core of your inheritance remains intact. We build portfolios designed to outpace inflation and provide for your needs without eroding the legacy.
Professional Clarity
It is difficult to make objective decisions about money that has a family history. We provide the professional framework required to manage the technical requirements of the portfolio.
Strategic Coordination
We can work directly with your solicitor and accountant. This ensures your inheritance is held in the correct structures to protect against personal liability or future tax changes.
Gradual Implementation
You do not need to make every decision today. We provide a structured environment where we can deploy capital at a pace that feels comfortable for you.
Protecting the integrity of a family legacy.
Receiving an inheritance often brings more questions than answers. Our role is to provide a discreet, professional environment where you can evaluate your options without external pressure. As your Financial Adviser, we provide, the technical discipline required to turn a sudden asset into a sustainable, long-term foundation.
By diversifying across asset classes, industries, and countries, we actively reduce the risks to your inheritance. We act as the central point of coordination for your solicitor and accountant. This ensures your new wealth is structured for total family security and long-term stability.
Your capital remains held in your own name via a secure custodial account, while we provide the specialised, local oversight to keep your legacy intact.
Moving forward with clarity
The Discovery
The Framework
The Transition
The Stewardship
Frequently Asked Questions about Inheritance Recipients
What if I don't want to change anything yet?
That is perfectly fine. We often start with a “holding” strategy to ensure your capital is secure while you take the time to consider your long-term objectives.
How is my privacy protected?
We operate with total discretion. As a boutique Cambridge firm, we understand the importance of privacy within the New Zealand market.
Who actually holds the money?
All assets are held in your name via NZX Wealth Technologies. We have the authority to manage the strategy, but we never have direct access to your capital.
What are the costs involved?
We charge a transparent flat fee based on the assets we manage. We receive no commissions from banks or fund managers, ensuring our advice is entirely unconflicted.
Can’t find your question?
Every investment situation is different, and the best answers are personal ones. Talk to an advisor and get clarity on what matters most to you.
