Wealth & Co

We provide advice .
Without bias .

Wealth & Co is a fee-only company providing financial advice without bias or incentives from investment or product providers.

Our clients trust us to provide bespoke, unbiased advice, rather than ‘selling’ a list of financial products. As a Wealth & Co client, you will always know that you’re receiving independent advice based on the full spectrum of investments.

As we are one of only 240 Certified Financial PlannerCM (CFPCM) professional firms in New Zealand – expect excellence in financial planning and risk management, the highest achievements and ethical practices within the profession. Alongside a commitment to ongoing education and professional development, we pledge to act always in the interests of each client.

Meet the
Wealth & Co team .

Simon Stredder
AFA CFPCM
Director & Authorised Financial Adviser

A CFPCM committed to a professional advice model, integrity and independence, Simon advises family offices, charitable foundations and trusts, and those seeking retirement planning.

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e. simon
Jennifer Doyle
Office Manager

Jennifer ensures our clients receive friendly service and quick answers to their day-to-day questions, while providing paraplanning and research support to our advisers.

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e. jen
“It is in fact the discovery and creation of problems, rather than the superior knowledge and technical skill, which sets the financial planner apart in his field .”
cnbc.com
Certified Financial Planner
Trusted adviser
TIAA

What our clients say .

What our clients say .
“Because he takes the time to understand his clients’ broader goals, they know the advice they get is the best advice for them, personally.”
Sales and Marketing Manager
“I can celebrate my wealth, rather than be embarrassed about it.”
Client
“His credibility and reputation speak volumes; he doesn’t need to convince people.”
Sales and Marketing Manager
“I don’t want to be oversold stuff – who does?”
Client
“The first thing he did was sit down and understand my personal goals.”
Client
“He’s become a trusted life adviser for me; I even ask for his opinion when looking to buy a house.”
Client
“Simon is actively involved in his clients’ financial lives.”
Sales and Marketing Manager
“I genuinely feel there is interest in me as an individual.”
Client
“He goes over and above, every time.”
Client
“I like that I can discuss my wealth openly with someone.”
Client
“It’s a non-judgmental situation; I never feel judged.”
Client

Charities we support

Simon Stredder
AFA CFPCM
Director & Authorised Financial Adviser FSP333166, GradDipBusStud (Personal Financial Planning)

A CFPCM committed to a professional advice model, integrity and independence, Simon advises family offices, charitable foundations and trusts, and those seeking retirement planning.

e. simon

Simon has been a financial adviser since December 2013 and is a Certified Financial PlannerCM (CFPCM) professional – driven by a commitment to a thoroughly professional advice model, combined with integrity and independence.

He’s dedicated to providing comprehensive financial advice to family offices, charitable foundations and trusts, higher-net-wealth and higher-earning individuals, and those seeking retirement planning.

With a career in financial markets spanning close to three decades, Simon’s comprehensive financial planning process focuses on investment strategy, portfolio construction and retirement adequacy planning. Prior to leading Wealth & Co, Simon was an Authorised Financial Adviser with ASB Wealth Management, and was previously a fixed income and equities trader at ASB Securities. Before coming home to New Zealand in 2006, he worked at Deutsche Bank and JP Morgan in London – developing an intricate knowledge of global financial markets.

Simon is married to Jo and together they have three energetic boys. Outside of work, his love of sport and the outdoors connects Simon with people from all walks of life and has helped him develop great camaraderie, friendships and working relationships.

Jennifer Doyle
Office Manager

Jennifer ensures our clients receive friendly service and quick answers to their day-to-day questions, while providing paraplanning and research support to our advisers.

e. jen

Jennifer is our frontline client contact and ensures our clients receive friendly service and quick answers to their day-to-day questions. She also provides paraplanning and research support to our advisers, and is responsible for the daily running of the office. This frees our financial planners to focus on working closely with clients and meeting their investment needs.

Jennifer has worked in the financial services industry since 1998. Her positive outlook, helpful approach and extensive experience make Jennifer invaluable to our team.

Before joining Wealth & Co in 2006, Jennifer worked with national and multinational financial services firms, gathering valuable knowledge, which she puts to work every day in taking care of our advisers, clients and professional contacts.

How we create your bespoke financial plan

1. Discover
Discover
We’ll talk about your goals and whether we can help you achieve them. We’ll ask you about your objectives, values and financial situation so we can determine timeframes and commitments.
2. Develop
Develop
We present a detailed plan to help you achieve your goals, and talk it through with you to ensure you can use it to make the most informed decisions. We listen to your concerns and revise our recommendations as needed.
3. Implement
Implement
Together we’ll formulate a plan to carry out these recommendations, and either make the arrangements or coordinate these with you and your other professional advisers.
4. Check in
Check in
In our initial progress meeting (within three to six months), we’ll talk you through how to understand the six monthly reports we send you.
5. Regular progress
Regular progress
We’ll monitor your ongoing progress and review and adjust your plan as your life changes.