Disclosure Information
Portfolio Login
Privacy Policy
Cookie Notice
Terms Of Use
Disclosure Information
Our Team
Portfolio Login
Home
About You
+
Overview
Build your wealth
Enjoy your wealth
How we work With You
About Us
+
Overview
Our history
Our team
What clients say
Investment philosophy
About Money & Life
About Our Art
Portfolio Login
Contact
About You
About Us
About Money and Life
About Our Art
Contact
About Money and Life
Looking at money through a different lens.
Categories
Financial Planning
Lifestyle
Investment
Topics
Tax
Healthcare
Strategy
Philosophy
Travel
Family Trusts
Property
Legal
Philanthropy
Retirement
Wealth
Markets
Financial Planning
Some good news from the IRD
Read Article
Investment
Don’t put all your ESGs in one basket
Read Article
Financial Planning
PIEs enhancing portfolios
Read Article
Financial Planning
When art turns ugly: An estate planning tale
Read Article
Lifestyle
Travelling wisely
Read Article
Investment
A giant in the field
Read Article
Investment
Adding infrastructure to the portfolio
Read Article
Investment
Think global? Act local
Read Article
Investment
Market Update
Read Article
Lifestyle
Whale tales - an ongoing story
Read Article
Investment
Diversification is the best defence for uncertain times
Read Article
Investment
Remember inflation? It's back!
Read Article
Investment
Tax tweak. Just a wee squeeze please
Read Article
Financial Planning
Moving Houses
Read Article
Lifestyle
Whale watching over summer
Read Article
Financial Planning
Hold that music! Automated tax filing
Read Article
Financial Planning
Change is the watch word
Read Article
Financial Planning
It's Complicated
Read Article
Investment
What of China-US tensions? The talk is of multi-polarity.
Read Article
Investment
The investment landscape: A year on from the low of March 2020
Read Article
Investment
The way forward: Volatility, Uncertainty, Complexity and Ambiguity
Read Article
Lifestyle
Creativity blooms under lockdown
Read Article
Investment
Properties with an eye to the future
Read Article
Financial Planning
Gimme Shelter? Trusts’ use by date drawing closer.
Read Article
Financial Planning
How the Crisis Affects your Financial Plan: Time to Adjust your Roadmap
Read Article
Lifestyle
Interesting Times
Read Article
Financial Planning
Cross Border Issues
Read Article
Lifestyle
Emptying the Nest
Read Article
Financial Planning
The Pumpkin that Helped Save an Island
Read Article
Financial Planning
Family Trusts Getting Snagged by Offshore Legislation
Read Article
Lifestyle
The Bank with Frozen Assets
Read Article
Investment
Our Core Beliefs
Read Article
Financial Planning
Boxing Up your Money
Read Article
Financial Planning
We Need to Talk about Heaven
Read Article
Financial Planning
The Sweet Retirement Question: One Lump?
Read Article
Financial Planning
Well that Decade went by Quickly!
Read Article
Financial Planning
A Joyous Time for Home Owners?
Read Article
Financial Planning
A Love for Italy – but a Financial Warning
Read Article
Financial Planning
A Long Beautiful Sunset
Read Article
Lifestyle
Legacies That Keep On Giving
Read Article