Savings built around you, not the branch.
A single, considered relationship for your everyday and long-term savings — accounts, payments, and reporting in one clear place.
How it works
Three clear steps
01
Understand
We map your accounts, cash flow, and goals before we recommend anything.
02
Structure
We open and arrange accounts and reporting tailored to how you actually operate.
03
Steward
Your relationship lead stays close, reviewing and adjusting as life changes.
Eligibility
Who this is for
- Investable assets from NZ$1m, or equivalent
- New Zealand residents and qualifying non-residents
- Individuals, trusts, and family entities
FAQ
Common questions
Through the secure client portal — statements, balances, and documents in one place, available any time.
Yes. Every relationship has a named lead and a direct line.
Ready to talk private savings?
A short, private conversation with someone who can actually help.