KiwiSaver is a voluntary way for New Zealanders to save for retirement. The scheme can include contributions not only from you but also your employer and the government.

We provide advice on a broad range of investments; they include unit trusts, superannuation, share and bond portfolios, term deposits and life policies, Kiwi Saver, Exchange Traded Funds.

Strategies, techniques and/or advice aimed at controlling exposure to financial risk, insurance risk and alternative approaches to managing risks.

Estate and tax Planning. I provide limited advice only in this area, we will refer you to specialists who can provide advice for ownership, protection, accumulated estate assets, maximising legitimate taxation opportunities.

Perpetual Guardian’s foundations are built on more than 130 years of experience ensuring the well-being of New Zealanders, their families and their businesses.