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We recognise that every client has unique investment goals and is at a different point in their journey towards financial security

Financial Security within Reach
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Our wealth management service is integral to our philosophy that: the decisions we make today are the ones that will shape our financial security in the future. We have heard from clients that they want a comprehensive approach to not only investing but a full spectrum of financial planning - something we believe can only be done through broader wealth management. 

It all starts with an understanding of your investment goals, your lifestyle requirements and tolerance for risk. From there, we work with clients to strategically map out how to realise your financial goals, while also tailoring financial solutions to help you grow your assets, accumulate wealth and achieve financial security.

 

We value each relationship with our clients for the unique engagement that it is. As such, we focus on developing bespoke solutions personalised to each client’s particular needs. The foundation of this includes ongoing personal advice across a variety of financial products.

 

At the same time, advice alone is not enough. We also see through to executing this strategy by monitoring and evaluating your portfolio so it remains aligned with your financial goals. We want to free you from the burden of managing your wealth and use our expertise to ensure your investments are working harder for you.

Inclusions:

  • Written statement(s) of advice to achieve your financial goals

  • Investment advice and face-to-face meetings with the Principal of Kauri Asset Management, Michael Smith

  • Holistic advice around retail and self-managed Superannuation

  • A wide array of personal insurance products

  • Mortgage Broking