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Our comprehensive strategies align your financial world with your values and intentions.
Tailored portfolios designed to achieve aspirations while protecting your future.
Ensure your KiwiSaver is working efficiently for your long‑term lifestyle and security.
Custom portfolios with access to 600+ securities built around your intentions.
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A structured, comprehensive plan that aligns your money with your life intentions — built on the values of respect, clarity, and transparency. Every step of the process is grounded in open conversations, ensuring that your voice guides the plan and your intentions remain at the centre.
People who want clarity, confidence, and a plan that balances security and growth, supported by an adviser who serves their intentions above all else.
Book a discovery call or simply click the Get Started button to share your details — and begin building a plan shaped around your life.
Evidence-based portfolios designed to reflect your circumstances, risk comfort, and vision — built with respect for your intentions and a commitment to clarity and transparency. Every portfolio is crafted through open conversations, ensuring that your investments remain aligned with both your goals and your values.
Practical KiwiSaver advice designed to keep you on track for your first-home and retirement goals — delivered with respect, clarity, and transparency. We prioritise open conversations, ensuring that every decision reflects your intentions and supports your long-term security.
A KiwiSaver setup that serves your intentions, supporting both your lifestyle today and your financial security tomorrow.
With Concorde Wealth, you can build a custom KiwiSaver portfolio from over 600+ securities. Every portfolio is created with clarity and transparency, guided by our conversations so your KiwiSaver reflects your intentions, values, and vision.
Custom portfolios require discipline and ongoing governance. We partner with you to set this up, maintaining clarity and accountability every step of the way.
