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  • Wealth Management
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  • The Plan B story
  • Guiding Principles
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  • Fiduciary Standards
  • Professional Licences & Memberships
  • PFS Affinity Partners
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• Wealth Management
  • Fiduciary protection
  • Dynamic Risk Management
  • Finding your True North
• KiwiSaver
• Executive Advisory Service
• Charitable Trusts

In an environment of anxiety, trustworthy investment management is more important than ever.

That’s why we live by fiduciary values to:

• protect you, your family and your assets first and foremost
• achieve the best outcome to meet your individual objectives over the long term, and 
• provide you with an optimal and prudent investment framework in a dynamic environment.

To give you assurance that our interests are aligned with yours as well as our adherence to the best practices of the financial services industry, we’re independently certified as adhering to international standards in fiduciary investment stewardship practices by The Centre for Fiduciary Excellence, LLC (CEFEX).

For our excellence in providing fiduciary services, we have also been awarded a 5 star rating by the Investment Fiduciary Leadership Council (IFLC).

For more information on our fiduciary commitment, see Your fiduciary protection.