Investment Specialists

Get specialist advice in managed funds investing and diversify your investment plan.

Discover different investment opportunities

Property isn’t your only investment option. Managed Funds offer a great opportunity to grow wealth through diversifying your investments across a range of asset classes – without having to do the heavy lifting.

Get expert investment advice

Our dedicated investment specialist will work with your coach to provide a dedicated session on how managed fund investing fits into your wealth growing plan and assess which approach fits best with your requirements and risk profile.


During this session, they’ll:

  • Answer questions about investing – market performance, volatility, appropriate asset allocation (growth vs defensive), inflation and fees
  • Model the impact of different asset splits
  • Assess the least amount of risk/return your plan requires to meet your financial goals
  • Understand your risk appetite and whether this aligns with the risk requirements to meet your goals
  • Review any existing managed funds and their returns

Taking everything into account they’ll create an investment plan that meets your risk profile, investing timelines and preferences, and determine how the investment plan may be impacted by changes in your circumstances.

Meet your investment specialist, Nicki

Nicki Morsink

Head of investments

The combination of’s core services & investment advice is the perfect union – clients will receive high quality, personalised planning and well-structured diversified investment options.

We work with Synergy Investments

We established investments in partnership with Synergy investments a discretionary investment management service (DIMS) provided by Consilium NZ Limited.

Supporting more than 15,000 investors, Synergy is led by a team of industry-leading investment professionals and have $6.9b funds under management.

As our investment provider, they:

Invest funds on your behalf and manage all the administration

Offer 33 portfolio options to suit different risk profiles and investment styles, and provide access to investments you couldn’t access on your own

Closely monitor the portfolio – replacing and rebalancing the portfolio to maintain a constant risk exposure over time

Provide regular performance, valuation and tax reporting as well as an online view of your portfolio so you can keep track of your investment

The benefits of working with


Think big? Get help from our financial coaches today!

Hear what our clients have to say about their experience with

"Best thing we have ever done. Great to see exactly where your money is going and the progress we are making with our mortgage. We are very grateful. Thank you to the team."
Elizabeth Blake's client
"We have been amazed at what a difference restructuring our banking has made to paying our mortgage off quicker."
Nadine Higgins' client
"Roger is just fabulous! He listens to us and has our end goals at heart. We would not be in the position of having options if it wasn’t for Roger and the team. Best decision and investment we have ever made. Thank you."
Roger Swift's client
" has made us more aware of our spending and what the possibilities are when it come to our finances and paying off our mortgage. We are extremely excited about what we will achieve in the next few years."
Alisha Brady's client
"I liked that Kristin was thorough, didn't judge my spending habits, and made me feel like I've got options. She also explained things in ways that were easy to understand."
Kristin Sutherland's client
"I like that it was a personalised service. My consultant was knowledgeable and able to answer my questions with clarity & non-judgement. I was able to establish some clarity for my goals in the timeframe."
Kristin Sutherland's client
"Hannah was very approachable and easy to talk to. We didn’t feel like we were being told off or made to feel we had been doing the wrong thing, but how we could turn things around and make things better."
Hannah McQueen's client
"I like how the plans are able to pivot when life requires, and how excited our coach seems to be helping us achieve our goals!"
Justin Gauci's client
"Having an independent person review our spending is helpful in regard to knowing what is normal or excessive. My husband is more likely to listen to our advisor than his wife."
Dianne Barlow's client
" has really helped me keep on track with my financial goals. We have a great relationship with our coach, who gives us amazing, honest advice and keeps us accountable. I believe without the help of we would not have purchased our first home. Thank you!!"
Corrie-Ann Jones' client