You have managed our personal and Family Trust investments since April 1997.  During that time we have always received excellent service and investment advice.  You have worked hard to ensure that our financial needs are met and also managed an investment portfolio for our son who lives overseas.

During the ten plus years you have managed our portfolio we have been very happy with its performance and the selection of individual investments.

We have recommended you to other family members who have also invested and they are happy with the performance of their respective portfolios and the service that they receive.

The Directors are always available to discuss our portfolio and make a point of meeting with us on a regular basis.

We would have no hesitation in recommending you to anyone wishing to invest their funds.

JB, Auckland

I have been a client of yours since August 2002 when I transferred my portfolio from another advisor group through dissatisfaction.  Since that time I have been very impressed with their level of service and professional approach to my investment needs.

Leading a very busy professional life I feel comfortable that my investment portfolio is being reliably managed.  Further, I have a level of regular contact that has greatly enhanced my knowledge of how my portfolio is managed and the investment markets.  This better understanding has made the recent market upheaval far less stressful.

I would have no hesitation in recommending you to anyone who has funds to invest and is looking for personal service and sound management.  In fact, I have already referred several friends.

EM, Auckland