Concorde Wealth

Nelson & Tasman

Investment Adviser Nelson.

Nelson is known for independence, entrepreneurship and lifestyle. But financial confidence doesn’t happen by accident.

Concorde Wealth provides structured investment advice for professionals, business owners and retirees across Nelson and the wider Tasman region — aligning KiwiSaver, investments and long-term planning into one intentional strategy.

Get started Explore services

Serving Nelson, Tasman, and clients across New Zealand via digital consultations.

What we help with

  • KiwiSaver advice aligned to your goals and risk comfort
  • Investment portfolios built for long-term discipline
  • Retirement planning and income strategy
  • Wealth planning that brings structure to decisions
  • Bespoke KiwiSaver and customisation options (including education around alternative exposures)

KiwiSaver advice in Nelson

For many investors, KiwiSaver becomes one of their largest long-term assets — yet many remain in default settings that may not reflect their goals or time horizon.

Review & alignment

We review your KiwiSaver settings and align risk, asset allocation and contribution strategy with your wider plan.

Integration

KiwiSaver should work alongside your other investments — not sit separate from them.

Customisation options

Where appropriate, we can explore bespoke or customised KiwiSaver portfolios and explain the trade-offs clearly.

Retirement projections

We model different contribution and allocation paths to help you make confident long-term decisions.

Explore KiwiSaver Plans

Investment portfolios built for long-term discipline

Markets move. Emotions follow. We build portfolios grounded in evidence and strategic asset allocation so decisions stay guided by strategy, not headlines.

  • Clear risk alignment
  • Diversified global exposure
  • Behavioural discipline during volatility
  • Alignment with income, lifestyle and future goals
Explore Investment Portfolios

Retirement planning & wealth management

Retirement confidence comes from clarity, structure and sustainability — not reactive decisions.

Income strategy

Assess retirement income needs and structure investments to support them.

KiwiSaver withdrawals

Plan KiwiSaver withdrawals so they complement your portfolio and lifestyle.

Tax awareness

Consider tax structure and portfolio design in a way that supports after-tax outcomes.

Legacy planning

Plan for what happens next — including family outcomes and long-term intentions.

Explore Wealth Plans

Frequently asked questions

Do you only work with Nelson clients?
While based in Nelson, we work with clients across New Zealand through digital consultations.
Can KiwiSaver be customised in New Zealand?
Some schemes allow greater flexibility beyond standard conservative, balanced or growth settings. We’ll explain what’s available and whether it’s appropriate for you.
Do you advise on alternative exposures (like crypto) inside KiwiSaver?
Where platforms allow, we can educate you on the role, risks and trade-offs of alternative exposures within a portfolio. Any recommendations should be aligned to your risk comfort and time horizon.
What’s the first step?
Start with a conversation. We’ll understand what matters to you, review your current settings, and outline a clear path forward.

Intentional Wealth. Meaningful Futures.

Ready to align your KiwiSaver and investments?

Get started