Resources
Newsletters
Calculators
Sorted Budgeting Tool
Need to work out what income you need in retirement, or even just want to get more organised with your finances by having a budget? Sorted have a great online tool which you can save after you’ve created an account, so can come back to it whenever you want to.
Information
Relationship Property Quick Guide
For some more information on Relationship Property, take a look at this handy guide and remember to seek professional legal advice if you require further help or assistance.
Partners
Investment Strategies
Consilium (NZ) Limited
Consilium began life in 1998 as Bradley Nuttall Limited, a firm tracing its roots back to the 1980s. With such a solid legacy, Consilium is at the top of its field in providing the level of diversified investment strategies and analysis support required to provide superior client focused advice.
Complaints
Financial Dispute Resolution Service
We are a member of the Financial Dispute Resolution Service. If we are unable to satisfactorily resolve a complaint internally within 2 months, our clients may escalate a complaint to FDRS who work to resolve the complaint. Visit their website or contact us for more information.
