Our Services_
Proven financial strategies for every stage of life
How we can help
Financial Planning
Investment Management
Retirement Planning
Estate & Succession Planning
Charity & Trustee Advisory
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Financial Planning
A financial roadmap that grows with you
We develop structured financial plans that adapt as your life changes. From budgeting and cash flow management to tax-efficient investment strategies, portfolio design, and planning for major life events, every element works together to give you clarity and confidence. You’ll receive a clear, step-by-step roadmap that guides your decisions today, while helping you to prepare for the future.
With more than 30 years of experience providing New Zealanders with independent advice through life’s most complex financial choices, we are committed to putting your interests first. Discover how a comprehensive, well-structured financial plan can give you greater control and peace of mind, book an introductory conversation with an adviser today.
“They helped us get clarity, stop second-guessing, and feel confident about the next 20 years.” – RR Client, Auckland
Independent Investment Management
Evidence-based portfolios built to protect and grow wealth
Our disciplined, research-led investment process is designed to meet your goals while managing risk. We build portfolios that reflect your objectives, time frame, and values — whether you want growth, income, or a balanced approach. We also provide regular reviews, performance reporting, and proactive adjustments to keep your investments aligned with your objectives as they evolve over time. As CEFEX-certified fiduciary advisers, we are bound to put your interests first, every time. Talk to us about creating a portfolio that works as hard as you do. Read client’s story about Investment success +
“They helped us get clarity, stop second-guessing, and feel confident about the next 20 years.” – RR Client, Auckland
Retirement Planning
Know when you can retire – and what life will look like
We help you answer the question: ‘How much is enough?’, so you can approach retirement with clarity and confidence.
Through personalised retirement planning, we ensure your wealth is structured around your goals, and that your retirement lifestyle is both secure and sustainable.
Speak with one of our financial advisers today to see how ready you are for the future
“We can finally see exactly when we can retire and how much we’ll have each month.” – RR Client, Wellington
Estate & Succession Planning
Thoughtful planning to safeguard assets and family harmony
Preserve your wealth and ensure it reaches the right people in the right way. We work closely with you, your family, and your legal and tax advisers to put in place trusts, wills, and succession structures that protect your assets and reduce complexity. With decades of experience helping New Zealand families, we’ll help you navigate intergenerational wealth transfers.
Our focus is on making transitions smooth, avoiding disputes, and ensuring your legacy reflects your values. Book a confidential discussion about securing your family’s future. Read a client’s story about successful succession planning +
“They helped us set up a plan so the family knows exactly what will happen when the time comes.” – RR Client, Tauranga
Charity & Trustee Advisory
Fiduciary advice that strengthens governance and accountability
We help charities, foundations, and trustees meet their governance obligations while making investment decisions that align with their mission. This includes developing investment policies, selecting and monitoring investment managers, and ensuring reporting is clear and compliant. Our fiduciary approach ensures your organisation’s resources are managed with transparency, accountability, and measurable impact.
Rutherford Rede is one of the few firms in New Zealand to hold CEFEX accreditation – the global fiduciary standard – giving charities and trustees confidence that every decision is backed by the highest level of ethics, governance, and oversight. We are trusted by charitable trusts and foundations across New Zealand for governance and investment oversight.
Arrange a governance review with one of our fiduciary advisers.
Read a client’s story about impactful charitable investment +
“We know our funds are invested responsibly and in line with our charitable goals.” – RR Client, Auckland
FAQ’s_
Your questions, answered
• How independent is your advice?
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 independent is your advice?
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 independent is your advice?
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.
Your next chapter starts with a conversation
The most important step is the first one. Whether you’re ready to act now or simply exploring your options, we’ll help you see your financial picture clearly and decide what’s next with confidence. Let’s talk about your goals, your challenges, and the possibilities ahead. From there, we’ll outline how we can help — and you choose the pace.
