We take the time to understand your unique financial situation and create a personalised strategy that aligns with your specific goals, whether it’s retirement, investments, or KiwiSaver.
Tailored, Goal-Driven Approach
As an independent firm, we offer unbiased advice, free from external influences, to ensure that every recommendation is based solely on your best interests.
Independent, Unbiased Advice
We believe in transparency. No jargon, just clear and simple advice so you can make confident decisions about your financial future.
Clear, Straightforward Communication
As locals, we live and breathe the New Zealand market. We understand the challenges and opportunities you face, and we’re committed to supporting you through every stage of your financial journey.
Long-Term Local Expertise
Why Lancewood Investment Partners?
Smart, independent financial advice for Kiwis
At Lancewood Investment Partners, we go beyond basic financial advice—we provide a clear, structured path to your goals. We’re truly independent, offering honest advice with no hidden agendas. Our smart, data-backed strategies adapt as your needs change.
Every plan is tailored to you, ensuring your financial future is built around your goals. And with straightforward advice, we keep things clear—no jargon, just confidence in your decisions.
How we can help
Tailored strategies for every stage of life
Investment Management
Investing isn’t one-size-fits-all. We take the time to understand your goals and risk tolerance, creating a portfolio tailored to you. With a balanced approach to defensive and growth assets, we help manage risk while aiming for long-term wealth growth—whatever the market conditions.
Retirement Planning
Planning for retirement isn’t just about saving—it’s about creating a future you can enjoy.
Whether you’re years away or nearing retirement, we work with you to design a strategy that supports your income needs while keeping the flexibility to adjust as life changes.
Managing your KiwiSaver
KiwiSaver plays a key role in your retirement savings, and making informed decisions now can have a positive impact later.
Whether you’re starting or nearing retirement, we provide expert advice on selecting the right fund and managing your contributions, helping you make the most of your savings.