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
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.

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.

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 .
Certified Financial Planner
Trusted adviser

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.
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?
The first thing he did was sit down and understand my personal goals.
He’s become a trusted life adviser for me; I even ask for his opinion when looking to buy a house.
Simon is actively involved in his clients’ financial lives.
Sales and Marketing Manager
I genuinely feel there is interest in me as an individual.
He goes over and above, every time.
I like that I can discuss my wealth openly with someone.
It’s a non-judgmental situation; I never feel judged.

Charities we support

How we create your bespoke financial plan

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.
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.
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.
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.
Regular progress
We’ll monitor your ongoing progress and review and adjust your plan as your life changes.