About us
Why choose us?
Long term relationships
We are a boutique firm which gives us a few advantages over ‘the big boys in town’. One being we get to know our clients on a one-to-one personal basis. Pretty important as – like our investment outlook – our relationships with clients are long term. If you asked us, we would describe our personal style as professionally informal and we feel that we are easy to get along with.
Credentials and experience
How do we back this up?
Richard is a CERTIFIED FINANCIAL PLANNER (CFPCM) advising clients for the last 16 years. The CFPCM mark represents the highest achievement within the profession and is considered the most trusted standard of excellence worldwide. Prior to this Richard was a Chartered Accountant.
Kingston Wealth is a member of The Investment Advisers Alliance (TIAA). TIAA is a group of 6 independent firms located throughout New Zealand who share resources and research. We also employ Makao Investments, a specialist NZ firm who provide research to advisers and institutional investors. They help us with asset allocation (mix of investments) and fund manager selection.
Independent advice is the best advice
Fiercely independent
Our fundamental belief is that independent advice is the best advice. As an independent firm we don’t have ties or obligations to product providers. We aren’t paid (incentivised) by commissions or brokerage. The benefit of our independence is that you receive advice and investment recommendations based purely on merit and what is best for you. And our investment universe is unlimited.
We would love to help you
The first step on your investment journey is to meet with Richard. Let’s talk and get to know each other. You will learn more about how we can help and then decide if we’re the right people to look after your hard-earned capital.
We look forward to meeting you – we have a lot to talk about!
