Please find our disclosure information here

Custodial Platform

As an independent advisor, we do not hold our clients’ funds in our accounts. Instead, we use Consilium New Zealand which allows us to access the custodial services of one of the world’s leading providers, FNZ.

For our clients, this means that all assets are held in a bare trust for their exclusive access and benefit. Clients can view their portfolio balances and performance at any time through a flexible portal that allows both collective and individual portfolio reporting. Tax reporting is also available at both an individual and consolidated portfolio level.

For added peace of mind, any client withdrawals are directed to their nominated bank account (not Quartz). Additionally, FNZ reports to investors twice per annum with independent verification of their portfolios.