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Wealth Compass - growing wealth with a financial advisor

Bespoke Wealth Management

Bespoke Wealth management is a personal financial concierge service, dedicated to making your money work effectively and efficiently.

Our team of experts combine multiple tools to create one, seamless and easy to manage plan completely tailored to you.

Services we provide

A superior lifestyle and financial adviser should expertly understand you

and how to best help you.

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Scroll to learn more about our services.

Investment Advice

Investment advice is centred around being most efficient with your financial assets. The purpose is to realize your money’s full potential, combined with your personal goals, objectives and values. It’s about putting your money to work in a prudent investment strategy. 

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Retirement Planning

Retirement planning is centred around freedom, and security. We deliver peace of mind to you so that you know if you are on track, or if not then we give you the tools to get back on track.

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Don’t waste your golden years stuck with worries and fear when you could be enjoying your time on your terms. 

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Lifestyle Financial Planning

Financial Planning helps make various life events easier to manage...

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From purchasing your first home to planning for retirement and everything in-between.

Relationship Loss specialist for financial protection NZ

Relationship Loss Guidance

Loss is difficult on its own. An adviser who specialises and understands the complexity of navigating personal and financial affairs during challenging times can help financially and emotionally.

Dollar Bills - US Expat Financial Advisor New Zealand

US Expat Planning

If you are a US expat, this service is designed to help you achieve financial clarity, compliance, and peace of mind, ensuring you receive the support you need to navigate the complexities of cross-border financial management effectively.

Property divestment specialist, Christchurch New Zealand

Property Divestment

Property divestment is a strategy we use to find alternative ways to enhance someone's wealth, money, time and life, that doesn't involve having their entire wealth wrapped up in real estate. I.e. Not having all their eggs in one basket.

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Investing in
Your Future

If you want to know more, please schedule your free, no obligation discovery meeting to find out how we can help you.

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