Services
What we do.
Forge is one engagement: licensed, fee-based investment advice and a living plan, run with your adviser. Five services sit inside it - and we're just as clear about what we refer elsewhere.
Holistic financial planning.
Every goal priced and dated, in one plan - whether it runs 10 years or 50.
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Investment advice.
Strategy, construction and monitoring across your portfolio - no set menu, and never products for a commission.
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KiwiSaver advice.
Fund selection, contribution strategy, and the drawdown when you get there.
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Business and company investments.
Putting retained earnings and business assets to work, structured properly.
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Trust investments.
Investment advice for family trusts, coordinated across your entities.
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What we don't do.
Insurance advice, legal work, tax returns and mortgage broking sit with trusted specialists. We flag what's needed, refer you well, and take no commercial kickbacks from referral partners.