Our Terrific Team

You’re in good hands.

West Coast, Auckland

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What Drives Us

Our Why:

To make a meaningful difference to our clients, our planet and our community.

We strongly believe great financial planning and ethical investing advice changes people’s lives by giving peace of mind and confidence to know they can reach their goals and what’s important to them.

We are a boutique financial planning and ethical investing advisory firm, founded in 2014 by our director and financial planner, Peter Lee. Mark Holtom, one of our financial planners, became a shareholder and director in 2021.

We are now a team of five who share the same passion and values for sustainability and who enjoy working together and with all our clients. We also work closely with several key partners – MyFiduciary, Consilium, Sustainable Business Network and likeminded businesses.

We have an office in the Auckland CBD but help clients throughout Aotearoa New Zealand.

Our values:

Partnership – we work in partnership with our clients, society, investors and suppliers.
Innovation – we seek innovative robust thinking, we challenge the norm and strive to be leaders by continuing to learn, grow and develop.

Sustainability – absolute commitment to People, Planet and Profit. Act as financial stewards for our clients and believe building long term, trusted relationships with our clients.
Respect – respect for each other in all our relationships.

We are also highly committed to being professional.

All our advisers are or will be RIAA members. Three of the five are also Certified.

All our advisers are members of a professional association, either Financial Advice NZ or SIFA. Founder and director, Peter Lee, was CEO of Financial Advice NZ’s predecessor, the Institute of Financial Advisers.