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