New Articles

• Adding money to KiwiSaver over age 65 
  
• What kind of investor are you? Happy? Disappointed?
• Wait till things look better before investing
• Do it when the sun is shining
• The problem with capital gains
• The problem with property

Investment advice 

• We specialize in retirement planning
• And investments
• Working with those age 50 to 75
• 28 years experience
• AFA (authorized financial adviser)
• Independent - no ties to any funds
• We don't take commissions 
• So we have  no conflicts of interest
• We prefer asset class funds
• Designed by Nobel prize winners
• Low cost yet sophisticated 
• We provide a full investment service
• All paper work done for you​ 

New book out now

This is Alan's 2nd book is based on his 28 years actual experience as an adviser. 

A book reviewer said:

 “Presented by a financial practitioner at the top of his game”

“This book is a treat for anyone even remotely involved in family budgeting, buying a house or business, and spending or saving money”

“Alan’s book should prove  a priceless addition to your bookshelf”