WISEplanning

We provide personalised financial advice to New Zealanders looking to grow wealth and those looking to acquire it. Our main offices are based in Christchurch, Invercargill, and Auckland.

We also work with many clients throughout New Zealand and around the world.

We specialise in:

• Portfolio Management (based on Warren Buffett’s Value Investing method)
• Comprehensive Financial Planning
• Independent Risk Management Insurance Advice
• Mindset Alignment

With over 30 years of experience our proven wealth generation strategies, research and tools are delivered through high quality coaching and consulting. The result for our clients is passive income, sustainable wealth, and greater choice, with progressively less time and effort.