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Clients Gifts

In association with the Intelligent Investor bookstore ( we can now offer you the opportunity of adding books as a thoughtful client gift option.  The bookstore features hundreds of books on personal finance, share market investing books and property investment books

Popular local authors include; Martin Hawes, Kieran Trass, Mary Holm, Frank Newman, Gareth Morgan and Paul Watkins.


ASSET Magazine



ASSET Magazine
ASSET was launched in 2002 and is a distinctive, high quality publication that delivers in-depth analysis of the key concerns for financial advisers such as regulation, tax changes and KiwiSaver.


NZ Mortgage Magazine



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