Our Services

What we Do Best

Investment Management Services – We provide investment management services by building customized portfolios of high quality and exchange traded funds, to meet the specific financial objectives of our clients.

Specialties

What We Offer

Our investment approach is rooted in years of academic research. Rather than trying to beat the market, we harness its power to help you accomplish your financial life goals.

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Investment Management

Investing can be complicated, but an effective strategy doesn’t have to be.

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Financial Planning

Our holistic planning approach takes into account all aspects of your financial life. We’ll help you understand which levers to pull, while using your investments as one of many tools to help you reach financial freedom.

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Risk Management

We understand your risk apetite, then we’ll tailor investment solutions specifically aimed at helping you achieve your goals.

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Simplified Processes

Let us worry about how to get the most gains out of your finances. That means you can spend less time worrying you’re doing the right things, and more time enjoying your life and loved ones.

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Diversification

We make sure that your portflio is diversified, so you can always br in profit reguardless of the ever-changing market conditions.

Process

Try Our Trademarked Process

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Research & Analysis

We’ll discuss with you to understand your current situation, concerns and goals. Your vision for the future becomes the foundation of your custom plan.

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Personalized roadmap

With a personalized roadmap, you can be confident you’re on track to reach your goals—no matter what curve balls life may throw.

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Execute & Monitor

It’s important that you also understand the complexities of wealth. We’ll help advise and educate your loved ones in an age- and situationally appropriate way.

Our View On

Financial Planning

A client’s long-range wealth management plan becomes the road map that guides the other disciplines. We believe an integrated approach to these areas delivers better outcomes for clients and a more pleasant overall experience.

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Our Goal

A Holistic Approach Matters

With one eye on your total financial picture, we model a variety of scenarios to help you understand how different decisions impact each other. Can you afford that vacation home? Will retiring early affect your children’s education? Our goal is to bring you peace of mind, so you can enjoy the life you’ve worked so hard to build.

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Address

mCubed, Suite 106, The Zone, 23 Edwin Street, Mount Eden, Auckland 1024, New Zealand

hours

M-F: 8am - 5pm
Sat 10am - 2pm
Sun: Closed

Certifications

Bridge Trust Finance - Financial Dealers License

BT Market Service License

Bridge Trust Certificate of Principals License

Bridge Trust Halal Certificate

BT Certificate of Insurance

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