Greater Financial Certainty.
Are you on track financially?
We are here to give you peace of mind by offering specialised guidance and expertise, that will empower you to take control of your finances, for a secure and thriving future.
We believe that great financial advice leads to great outcomes.
Our individualised, personable approach is designed to help you navigate the complexities of finance with ease and assurance, allowing you to build a solid foundation that will enable you to achieve your financial goals and objectives.
Meet our Founders
Our team of financial experts are dedicated to helping you move forward towards your reaching your goals.
What you can expect from us:
-
Approachable guidance
-
Easy to understand advice
-
Wealth of experience and knowledge
-
Top quality customer service
-
Proven success
-
Ongoing support
Retirement Planner &
Relationship Loss Specialist
CFPcm, GDBusPFP
.jpg)
Financial advice doesn't have to be complicated. Taking the complex and simplifying it into plain speak is the main reason I joined the industry. Discovering my client's purpose for investing is at the core of how I operate.
Expat & Property
Divestment Specialist
CFPcm, CFP®, CIMA®, CRPC®, BSBA
.jpg)
I'm an American but think of myself as a Kiwi that was born in the wrong country, so I moved with my wife to New Zealand in 2019 and never looked back. I'm an enthusiastic life-long learner who also loves to teach others.
Our advice is best suited to people who value a long-term relationship with their adviser and want expert guidance around significant or complex financial decisions.
Many of our clients are aged 55 or over and have approximately $500,000 or more in investable assets. We commonly work with:
-
Individuals and couples with a substantial or complex wealth estate looking for expert and personalised wealth management.
-
Retirees or those nearing retirement age looking to future proof their finances.
-
Individuals receiving a financial windfall such as an insurance payout, inheritance, or downsizing the family home.
-
Property Investors that are selling down some or all of their holdings and looking to convert their property portfolio into an easier to manage, high performing investment portfolio.
-
Business owners that are selling their ownership stake.
-
Professional Trustees seeking Fiduciary Standard advice.
-
Investors who want to better understand their current and future financial situation and expand their financial literacy.
Who we work with
Values by Action
Duty to Care: A Fiduciary Standard is always necessary. Clients’ wants & needs are first and foremost.
Education has the potential to empower people. Financial literacy changes lives and is maybe the most valuable investment a person can make. We make it easy to learn by using clear communication.
Respect: We treat all people with dignity, kindness and zero judgement, with an individual approach.
Integrity: Words are empty unless they are followed through by action. We believe in transparency and act with honesty at all times.
Excellence: We strive to provide the highest quality service and advice, so our customers experience the best.
.jpg)
Our Process
We choose to follow the CFP Board’s 7-Step Advice Process. We view this process as the gold-standard for providing the highest quality experience for our clients.
In terms of our typical customer meeting process, this is what you can expect if you work with us:
Learning about you and discovering if and how we can help you.
Discovery Meeting
1 - 3 Weeks
Working through the numbers and guiding you through our advice. Answering your questions.
Strategy Meeting
1 - 3 Weeks
Completing admin and proceed with the agreed plan tailored to you.
Implementation Meeting
3 - 6 Months
Ongoing reviews to ensure the plan is still aligned with your goals. Answering any questions and readjusting the plan if necessary.
Check-in Meetings
Accreditation
At Irvine Wenborn we believe in excellence, and strive to provide the highest quality service and advice. We continually keep up to date with the latest industry developments and standards, to ensure our clients are getting the best of the best.
Our team have gained some of the highest level of qualifications
and professional accreditation's
in New Zealand.
Find out more about our accreditation's below:
.jpg)