DecisionMakers (Auckland) Ltd
About the Business
Welcome to DecisionMakers (Auckland) Ltd, a leading establishment in the finance industry located at The Promenade in Auckland, New Zealand. As specialists in retirement planning and tailored investment portfolio management, we understand that choosing the right retirement plan or investment strategy can be a daunting task. That's why our dedicated team is here to help.
With over 100 years of combined expertise, we are committed to helping you achieve your financial goals. We believe in empowering our clients to make the best financial decisions by leveraging our experience, knowledge, and understanding of their goals and available options.
At DecisionMakers, we design tailor-made portfolios based on your individual needs, managing risk at a level that is right for you. We continuously review your investments to ensure you are getting the most out of them. As a cooperative, we prioritize what's best for you and do not answer to big companies or fund managers. We do not accept commissions related to your investment portfolio.
One of the things that sets us apart is our use of leading industry tools such as the FinaMetrica Risk Profiling system and Morningstar research. We also work proactively with your legal and tax advisers to ensure a unified approach to managing your financial affairs.
When you choose us, you can expect to receive an easy-to-understand plan tailored to your unique goals and needs. We provide quarterly consolidated valuation and transaction reporting, along with annual performance and tax reporting.
At DecisionMakers, we believe that making the right decisions can lead to financial independence and peace of mind in retirement. We understand that your future may not only be about yourself but also about creating security for your loved ones and setting up future generations for success.
Our focus is always on your needs, situation, and goals. All of our investment and retirement plans are personalized, ensuring that we have your best interests at heart. With our experienced advisers at the helm, you can feel confident that you are going in the right direction. We personally invest in the same assets we recommend to our clients, demonstrating our trust in our decisions and our commitment to guiding you towards success.
But don't just take our word for it. Here's what one of our satisfied clients had to say: "After retiring, we sought advice from close friends who recommended DecisionMakers. Chris Ronayne set up our portfolio, and later Colin Austin took over. Colin's professional knowledge and expertise have ensured us that our portfolio is well managed. He keeps us fully briefed with regular meetings and updates, and his client-focused approach has been exceptional. We have no hesitation in recommending Colin and his team at DecisionMakers."
If you have any questions or concerns about recent US bank failures, women's retirement outcomes, or how much is enough for retirement, we are here to provide you with the answers and guidance you need.
Discover more about our investment portfolio management and retirement planning services by exploring our website. Trust DecisionMakers to help you make the right financial decisions for a secure and prosperous future.
Photos
Location & Phone number
12 The Promenade, Takapuna, Auckland, New Zealand
Hours open
Monday:
9:00 AM - 4:00 PM
Tuesday:
9:00 AM - 4:00 PM
Wednesday:
9:00 AM - 4:00 PM
Thursday:
9:00 AM - 4:00 PM
Friday:
9:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
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