Wealth management is a journey requiring different decisions at every stop.

Wealth management is a journey requiring different decisions at every stop.
At Foundry we plot that journey with you, working through the best outcomes for you without taking excessive risk.
We will guide you through every step, helping you to:

Use KiwiSaver To Your Advantage

Not all KiwiSaver schemes are created equal. We will steer you to the best providers in this crowded field. The aim here is to use the subsidies that come with this form of saving to your full advantage.

Selection of a KiwiSaver provider is very important and the factors we look into include: What type of fund do you need to be in given your age, risk personality, and goals?

Plan For Your Retirement

The earlier you start the better the outcome. At Foundry we will develop the plan to suit your needs, while managing your portfolio through the various stages of the economic cycle.

We are actively engaged in keeping you on track, with regular meetings and discussions with you to discuss where we are and if any changes are needed. 

Develop an Investment Plan

Central to wealth accumulation is an investment plan that sees your wealth growing ahead of the economy while not taking undue risks with your money.