Our Services

Tailorednz takes a comprehensive approach to wealth. Like a strategic game of chess, we consider the positions and capabilities of each piece on the board and are capable of thinking several moves ahead. It’s an approach that allows us to identify and understand precisely what’s important to you. It’s an approach that delivers advice tailored to you and your circumstances. Each client receives a plan suited to their goals, cash flow needs and risk tolerance. The advice we provide is actionable and makes sense. Our solutions reflect industry best practice – so they more than meet not only today’s legal obligations but tomorrow’s.

What this means for you is that you can relax. Our process will help you put your whole financial house in order. And we’ll help you keep it that way, regularly reviewing your risk and rebalancing your portfolio when needed.

Financial planning

Tailored solutions to help you manage your financial affairs including Estate Planning; Wealth Management & Protection; Succession Planning.

Retirement planning

Tailored solutions that will protect your assets and allow you to both enjoy your retirement and pass on your wealth to future generations.

Wealth protection

Tailored solutions to help you achieve your goals and ensure your wealth is securely insulated.

Estate planning strategies

Tailored solutions to help you preserve your wealth and pass it on to the beneficiaries you choose, in the way you choose.

Succession planning

Tailored wealth transfer and succession plans that minimise gift, estate and inheritance taxes, and ensure value for future generations.

Charitable Investment Programme

The Gift Trust offers a flexible, simple and tax smart service to meet your charitable giving goals.

Talk to us today about how you can build your wealth and protect your future.