Why Rutherford Rede_
Advice you can trust, for the future you want
At Rutherford Rede, we don’t just offer advice. We build lifelong partnerships grounded in trust, clarity and care. Our role is to act as a financial steward – someone who walks alongside you, helping to plan, grow and protect your wealth across every stage of life.
Whether you’re preparing for retirement, managing a family trust, or navigating a major life transition, we’re here to guide you with confidence.
What truly makes us unique?
Independence that puts you first
We are not tied to any bank, fund manager, or financial product provider. As a fee-only financial adviser, our income comes solely from our clients, never from commissions or incentives. This ensures every recommendation we make is in your best interests, with complete transparency and accountability. Our advice is clear, accountable and unfiltered. It’s designed to serve your goals – not ours.
Evidence-based advice, designed around you
Your goals, values, and circumstances are unique. That’s why our advice is never off the shelf. Each plan is shaped by academic research, proven investment principles, and a clear understanding of your life stage. From retirement planning advice to strategic investment management, our focus is on long-term results you can trust.
Leaders in fiduciary best practice
Our advice isn’t driven by trends or opinions. It’s grounded in academic research, disciplined portfolio construction, and robust processes that are reviewed regularly.
Rutherford Rede is one of the few firms in New Zealand with CEFEX accreditation – the global fiduciary standard for ethics, governance, and transparency. With our discretionary investment management licence (DIMS), we can manage your portfolio on your behalf, ensuring decisions remain aligned with your wider financial plan.
Our human capital defines us
Rutherford Rede is built on people, process and purpose. Our advisers combine experience, empathy, and technical skill. We are united by one purpose – to help New Zealanders make smart financial decisions that stand the test of time. Explore more about the team behind the advice, how we work, and our commitment to community.
Meet our people
Get to know the advisers, strategists and support team guiding clients across generations. Experience, empathy and excellence — it’s what we look for in every hire.
How we work
Our process is collaborative, transparent and designed to adapt as your life evolves. See how we build long-term financial strategies that grow with you.
Giving back to our community
We believe in giving back. Learn how we support organisations and causes that help New Zealanders thrive, beyond financial services.
Why it matters_
We know wealth isn’t just about numbers. It’s about freedom, security, and creating a legacy that reflects your values. Our role is to bring structure, evidence, and empathy to every decision, so you feel confident your finances are working for you and those you care about.
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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Insights & Resource
Article
Financial Planning
Is the role of the change leader becoming less relevant, when more people become involved at an earlier stage?
Article
Quantifying your Retirement Needs
Is the role of the change leader becoming less relevant, when more people become involved at an earlier stage?
Report
The Adviser Gap
Discover why working with a financial adviser can lead to better long-term investment returns.
Not just advice. A plan you can rely on. And a team that’s here when it counts.
We help you make smart financial decisions with confidence — no commissions, no noise, no guesswork. Just clear thinking and long-term focus.
