This year we celebrate over 20 years in business as a boutique independent financial planning firm helping clients to reach their lifetime goals. If this were a wedding anniversary it would be represented by things made of porcelain china. That keeps us humble. And it was humble.
Say Susanna and Deborah, “In late 2004 we had precious little time to set up our business in the wake of PWC, our employer, announcing the sale of its financial planning division.” Armed with two PCs and a fax machine they found office space in Parnell and put our values into action.
From the very start we adopted a fee-based service rather than a commission- based operation. Over time, we’ve witnessed a consolidation of the wealth management industry as it gets woven into share broking and insurance-based companies. These tend, through their cookie-cutter approach, to not deliver the depth of a financial planning service (for example, designing strategies for lifetime goals) that many
New Zealanders seek.
We’re happy to stay in our niche. In 20 years, we have gradually expanded as ever more clients have entrusted us with their money. From our initial trio, we’ve grown into a team of 10, and while the money managed for clients has grown significantly, our secret recipe remains our personal approach. We are grateful to our clients who value our advice by staying with us during the ups and downs of the investment markets, and through referrals. Thank you.
Recently we held a celebratory function at the Holy Trinity Cathedralin Parnell featuring a string quartet and the amazing vocal talent ofSam Mataele, a 17-year-old countertenor, as well as soprano, Lilia Carpinelli. The recital was ably guided by MC Fiona Ferens, a client, who crafted a programme of beautiful music. You can view this on YouTube below.
Thank you to all who have been involved in our journey over the last 20 years, and beyond.
