Help You Accumulate, Manage and Protect Your Wealth

We can help you with a full range of financial planning services, including investment advice, life and health insurance, and assisting you to buy and sell shares.

With over 60 years of combined experience in the financial markets we can do all that stuff, and do it well. If we're not sure about the best solution for your particular circumstances we'll either find out or refer you to someone who can.

If you'd like to see if we can help you, it costs you nothing to call us to make an appointment for a chat. We're not going to send you a huge bill out of the blue or commit you to something you'll end up paying for, for the rest of your life.

Ring us and tell us what you want from us and we'll see if we can help. Ask us some questions you might like the answers.

Accumulate

While you're earning we can help you with strategies to save some money so you can start building towards an investment portfolio.

We can give you advise on how to minimise financial expenses, offer you budgeting techniques, and help you with cash flow forecasting.

We can help you understand how to effectively use KiwiSaver as a valuable tool to assist build your retirement nest egg.

Manage

Once you've accumulated a bit of money you'll be wanting to invest it wisely and you'll need to keep track of it.

We can help you work out:

How much are you able to comfortably spend each year so you don't run out
How much tax you'll need to pay

We can help with do it yourself options like Sharesight and Xero through to fully managed wrap platforms such as OneAnswer.

Protect

Your most valuable asset is you and your ability to generate an income. We can help you protect yourself and your loved ones with life, health and income protection Insurance.

Once you've built an investment portfolio you'll want to invest it wisely. We can help you understand the trade off between investment risk and return so you can sleep soundly.

Investments
- Shares
- Managed Funds
- KiwiSaver
- Annuities
We can act as share brokers to assist you to buy and sell shares and bonds. We have agreements in place with many New Zealand and Australian Fund Managers.

Insurance
- Health
- Life
- Income Protection
- Trauma
We have agreements in place with a range of New Zealand Insurance Companies. We offer you the policy that is best suited to your needs not the one that pays us the most.

We've seen it before and we know we'll see it again. We have actually been there, done that. Pretty sure I've got the tee shirt somewhere.

Andrew Parkinson

Your Advisers

Jonathan York

Senior Adviser and Authorised Financial Adviser (FSP42942)

07 578 3863

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Andrew Parkinson

Managing Director and Registered Financial Advisor (FSP55083)

07 578 3863

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Phone

07 578 3863

Email

Postal Address

PO Box 843
Tauranga, 3144

Our Location

Physical Address

Level 1, Office 4
556 Cameron Road
Tauranga, 3110

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Most weeks Jonathan York posts a video discussing recent events and how they might affect New Zealand investors. You'll find the latest here >>:

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The information on this site is intended as a guide only. The information is of a general nature and does not and cannot ever constitute personal advice.

Adviser Disclosure Statements are available on request and free of charge.

Help You Accumulate, Manage and Protect Your Wealth

We can help you with a full range of financial planning services, including investment advice, life and health insurance, and assisting you to buy and sell shares.

Accumulate

Manage

Protect

Investments

Insurance

Your Advisers

Jonathan York

Andrew Parkinson

Phone

Email

Postal Address

Our Location

Physical Address

Search our Site

Our Latest Videos

News and Views