PRIVACY POLICY
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The information provided and services described in this website are of a general nature and are not intended to be personalised financial advice to a retail client. The information provided in this website is not intended to be a substitute … Read More

financial advice for inheritances
Financial advice for inheritances
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You have received an inheritance from someone who matters to you. You want to honour their gift to you by being smart with what you will use the money for.  This is an opportunity to really create something meaningful and … Read More

Financial advice for women
Financial advice for women
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It’s devastating to have to start all over again – both emotionally and financially. There are so many decisions to make and you want to avoid making mistakes. People mean well with their advice, but does it fit with what … Read More

Sandy – Auckland
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I was looking for a reputable financial advisor, whom I could trust.  I wanted someone who would advocate for my financial interests, be a good listener, and advise me in lay person’s language, so that I could have peace of … Read More

Andy & Helen – Auckland
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We were considering retirement and wanted to know how that could be achieved with our portfolio. Janet Natta was referred to us, she gave us very helpful advice and showed us how she could manage our funds for a fulfilling … Read More

Pam – Wellington
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I wanted to take the money I had saved in a pension fund and put it somewhere where it could earn interest for me.  Not knowing much about investments and what was available, I turned to a financial adviser. I … Read More

Ursula – Rotorua
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I first encountered Janet Natta when I became Power of Attorney for my sister. From the start I was most impressed with her wide knowledge on matters financial. I had managed my own share portfolio for many years but realised … Read More

Tricia – Hamilton
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I had been concerned for some time as I had all my investment money with just one fund but felt unsure of how or where to go to seek the best advice on any changes that could be made. Fortunately … Read More

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