We are now into double digits of being in business and we would like to thank all our clients and professionals who have supported us in reaching this milestone – you are very much appreciated and part of our family in helping us get where we are today!

Some of you kindly joined us for our celebratory function in September, where we had speakers from Consilium and Dimensional share their insights about investing around the world.  Consilium are the experts we choose to partner with for our investment expertise and support and Dimensional are one of the fund managers that appear in our client portfolios.  Both travelled distances from Christchurch and Sydney to be with us for this special occasion.  Two of the speakers, Ben Brinkerhoff and Jim Parker, shared their thoughts on how the media create so much negativity and hype around investing, and what investors need to do to achieve a successful investment experience, so check out this video interview here

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