About Us
Advice on Investment, Insurance and Retirement
What we do
True North Investments helps people identify and attain their financial goals.
Who we are
Based in the Takapuna Business Centre on Fred Thomas Drive, we are an integrated professional practice that supports people with all of their financial planning needs. We comprehensively review all financial needs surrounding cash and risk management (insurance), investment, UK Pension transfers, retirement planning, estate planning and asset protection.
True North Investments advises on financial affairs for a wide range of clients. We are trusted investment advisers to individual and corporate clients, with funds of over $50 million invested through a range of highly regarded fund managers.
As an AMP Adviser Business, True North Investments are able to provide advice and services in association with AMP and a number of other financial institutions including, AXA NZ Ltd, AIA, Tower Health and Life, Southern Cross Healthcare, Guardian Trust and others.
What will you gain through dealing with our Advisers?
At True North Investments we believe the way for you to achieve your financial and lifestyle objectives is to have a plan. A common sense plan. And not just with investments, but a comprehensive strategy. That’s where we can help.
We can help you attain peace of mind – knowing if the unforeseen happens you will have financial security and the ability to maintain your lifestyle even when you are unable to work.
Our Accredited Investment Fiduciary status provides confidence to our clients that our focus is on their best interests. We invite you to visit us and secure your financial goals.
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