Investment advice and bespoke portfolios tailored to your intentions—so you can live fully while staying secure.
Our strategies and offerings tailored to your needs and intentions.
Our comprehensive strategies align every aspect of your financial world with your values and goals, ensuring your money empowers you to live with purpose and confidence.
Tailored portfolios designed around your circumstances, risk comfort, and vision, serving as a vehicle to achieve aspirations while protecting your financial future.
Strategic advice to ensure your Investment funds are working efficiently, providing a strong foundation for your long-term lifestyle and security.
Custom Investment portfolios with access to 600+ securities, allowing you to invest with intention while building towards the future you deserve.
We start by understanding who you want to become and why it matters. Money is the tool; your life is the mission.
We start by understanding who you want to become and why it matters. Money is the tool; your life is the mission. Intentions are more important than goals. Goals may change with life’s seasons, if its upgrading a car periodically or renovating the house, but intentions reflect who you truly want to be. When your wealth is managed with intent, every financial decision moves you closer to living authentically and purposefully.
We turn your intentions into a practical, measurable plan. Together we map cash flow, set a clear Investment Policy Statement, design the portfolio, define risk limits, and lock in milestone checkpoints—so every decision is transparent, disciplined, and aligned with what matters to you. We see our role not just as advisers, but as partners who walk the journey alongside you. Together, we will build a portfolio and plan to navigate life’s opportunities and challenges, so you never feel alone.
We turn your plan into action on modern, secure platforms backed by institutional-grade research and a compliance-first process. Every trade, rebalance, and report is executed with discipline—cost-aware, tax-aware, and fully documented—so implementation is as strong as the strategy.
Every step is deliberate and auditable—independent custody, documented trades, and plain-English reporting.
We pair institutional-grade tools with NZ-ready governance and ongoing oversight, so there are no surprises—just precise execution you can trust.
Quarterly reports track progress against your milestones, and proactive reviews reset assumptions after life events. When thresholds are hit, we recommend precise adjustments—contributions, risk level, or holdings—so your strategy stays aligned.
We will come together periodically to make sure your portfolio is aligned with the intentions you’ve set. If life shifts, we’ll make measured adjustments – contributions, risk settings, or holdings - so your plan stays true to what you intend to build.
Our Platform
We've built our practice on a platform that gives us — and you — a clear, real-time view of your investments at all times.
We use Consilium Wrap as our custodial platform — a purpose-built investment solution that gives us the infrastructure to manage your portfolio with precision and transparency.
Through the platform, we can build and maintain tailored model portfolios, monitor your investments in real time, and generate clear reporting — so you always know exactly where you stand. It removes the administrative noise and lets us focus on what matters: making smart, considered decisions on your behalf.
Backed by global custodian FNZ, Consilium Wrap gives our clients the security of institutional-grade infrastructure, delivered with the personal service of a boutique advisory firm.
Learn more about Consilium WrapLet Concorde Wealth help you align your Investments with what matters most.
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