COORDINATE. ALIGN. COMPOUND.
YOUR WEALTH DESERVES A SECOND OPINION
For New Zealanders with investment portfolios of $2 million or more, we provide a structured, independent review of your current investment strategy with no product alignment and no obligation to change advisers.
THE CASE FOR SCRUTINY
Why even good advice deserves a second look
Many investors assume their portfolio is working exactly as intended.
But over time, fees, structural conflicts, portfolio drift, and tax inefficiencies can quietly erode long-term wealth.
Seeking a second opinion isn’t a sign of distrust.
It’s a sign of financial discipline.
SECOND OPINION
WHAT WE REVIEW
A structured analysis across six key dimensions of your current investment strategy.
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We assess the true cost of your portfolio including management fees, platform charges, fund expenses, and adviser remuneration and benchmark them against comparable strategies.
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We evaluate whether your portfolio is genuinely diversified across asset classes, geographies, and sectors or if hidden concentration risks exist.
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We compare the actual risk characteristics of your investments with your stated goals, time horizon, and tolerance for volatility.
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We review whether your portfolio structure is optimised for New Zealand tax rules, including PIE structures and foreign investment fund considerations.
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Your portfolio’s returns are assessed against appropriate risk-adjusted benchmarks to determine whether performance is competitive.
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We examine whether your portfolio structure supports your broader estate planning and intergenerational wealth objectives.
COORDINATE. ALIGN. COMPOUND.
REQUEST YOUR REVIEW
For portfolios of $2 million or more.
Confidential. Independent.
No obligation to change advisers.