RUTHERFORD
REDE
Advice you can trust for the future you want
Advice you can trust
Our Services ↗
for the future you want
Who We Help ↗
You’ve worked hard to build your wealth. We’re here to help you protect, grow, and manage it with clear, evidence-based financial planning and investment advice. For more than 30 years, our independent advisers have put our clients’ best interests first.
Our services at a glance_
How we help you plan,
grow and protect your wealth
Financial Planning
Independent, strategic planning that reflects your priorities and risk comfort.
Investment Management
Evidence-based portfolios, professionally managed to keep you on track.
Retirement Planning
Understanding ‘how much is enough?’ so you can retire with confidence.
Succession and Estate Planning
Strategies to safeguard your wealth and pass it on seamlessly across generations.
Charity & Trustee Advisory
Governance and fiduciary expertise for charities and foundations.
We help you make confident decisions about your money with advice that’s practical, transparent, and built around your goals. Our plans adapt as your life evolves, combining sound governance with proven financial and investment strategies. Whether you’re preparing for retirement, managing a family trust, running a business, or overseeing charitable funds, our services give you the structure and clarity you need to move forward with confidence.
Our point of difference_
Independent by design. Responsible by approach. Trusted over time.
Choosing the right financial adviser is about more than numbers – it’s about trust, transparency, and knowing someone is in your corner for the long haul.
Your interests come first
Choosing the right financial adviser is about more than numbers – it’s about trust, transparency, and knowing someone is in your corner for the long haul.
Advice backed by evidence
We base every decision on proven investment principles and solid research, not speculation.
Guiding New Zealanders for over 30 years
Helping clients make confident financial decisions through all market conditions.
Recognised for excellence
CEFEX accredited for meeting the highest global standards in investment advice and governance.
Independent and unbiased
We don’t receive commissions or incentives from any provider, so our advice is shaped by your goals, not by outside influence.
Who we help_
We provide financial advice that supports you through every stage of life
Individuals
Professionals & Business Owners
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Future & Current Retirees
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Separation or Divorce (Sudden Change)
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Money to Invest
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FAQ’s_
Your questions, answered
• How do I make sure my wealth lasts for future generations?
We design intergenerational wealth transfer strategies that balance your lifestyle needs with long-term preservation. This includes structuring family trusts, succession planning, and building governance frameworks so your wealth continues to support children, grandchildren, and future generations.
• What does a fiduciary adviser do?
We design intergenerational wealth transfer strategies that balance your lifestyle needs with long-term preservation. This includes structuring family trusts, succession planning, and building governance frameworks so your wealth continues to support children, grandchildren, and future generations.
• What’s the difference between a financial planner and an investment manager?
We design intergenerational wealth transfer strategies that balance your lifestyle needs with long-term preservation. This includes structuring family trusts, succession planning, and building governance frameworks so your wealth continues to support children, grandchildren, and future generations.
• How can I invest ethically in New Zealand?
We design intergenerational wealth transfer strategies that balance your lifestyle needs with long-term preservation. This includes structuring family trusts, succession planning, and building governance frameworks so your wealth continues to support children, grandchildren, and future generations.
Plan your next move with confidence
The first step is simple. Let’s talk about where you are now, what matters most, and where you want to be.
We’ll outline how we can help, and you can decide if we’re the right partner for your financial future.
