Since 2014, Ballater Wealth Management Ltd has been dedicated to helping Kiwis find peace of mind with the right cover when it matters most. Over those 11 years, founder Rick McLean has built strong relationships and guided clients with genuine care. As Rick now moves into retirement, we want to sincerely thank you for the trust you’ve placed in him and the Ballater team.
Moving forward, we’re delighted to announce that Ballater clients will be under the care of AdviceFirst, now trading as enable.me.
Founded in 2008, enable.me is a leading financial advisory business helping New Zealanders build a better financial future, providing specialist advice in Insurance, KiwiSaver, and Wealth Management.
enable.me also is New Zealand’s leading financial coaching business, giving you access to even more support with managing, growing, and protecting your money.
You can learn more about us here.
A specialist team from AdviceFirst will now become your new financial advisers and support as detailed below. The team is led by Willie Moala and is very experienced, so we know you are in good hands.
For support with your investments or protection plan, please contact us on 0800 897 898 or letstalk@enable.me.
Welcome to enable.me. We look forward to helping you continue to realise a better financial future.
Our Wealth Product Providers
We refer to an Approved Product List (APL) for investment solutions for clients. Products that form part of our Wealth APL are subject to initial and ongoing due diligence both internally and via external research professionals.
The list is reviewed regularly and is available here.
We want to make a difference
We’re members of the Responsible Investment Association of Australasia (RIAA), supporting the growth of responsible investing in New Zealand and Australia. We work with our providers to bring you a range of Sustainable Investment funds that have been thoroughly researched by expert third parties.
Take the next step toward building your wealth. Contact us today to create a financial strategy that works for you.
