Clarify the goal
Turn broad ambition into practical next steps around saving, investing, debt and long-term choices.
Maurice Trapp Group
Investment
Wealth planning and managed-funds advice for people who want to build toward long-term goals with more confidence.
Build over time
Create your own wealth plan and ultimately help you and your family build financial independence.
Investment advice starts by clarifying what you are building toward. From there, an advisor can help model possible paths, explain managed-funds options and coordinate implementation or a specialist referral.
Many clients arrive with one immediate need, then need connected advice as decisions around KiwiSaver, mortgages, insurance and long-term planning begin to overlap.
Understand the options
Consider risk, time horizon and the managed-funds pathways relevant to the wider plan.
Bring in the right person
Your advisor will explain their role and either provide the relevant advice or coordinate a referral to an appropriately accredited specialist.
Our people
Meet the Investment Advisers.
Profiles explain each person's role so you can see who provides planning, managed-funds advice or referral coordination.
Common questions
Clear answers before you take the next step.
What is Investment?
Investment helps you plan, invest and manage funds toward longer-term goals while considering your circumstances, time horizon and tolerance for risk.
Is Investment the same as KiwiSaver advice?
No. KiwiSaver is a specific retirement savings scheme. Investment can cover broader wealth planning and managed-funds advice outside KiwiSaver.
How does the Investment process begin?
The process begins with a conversation about your goals and current position. MTG then connects you with the appropriately authorised adviser for the advice you need.
Our people
Investment Advisers
Meet the advisers who provide wealth planning, managed-funds advice or referral coordination.
