Why Rutherford Rede _
Advice you can trust, for the future you want
At Rutherford Rede, we don’t just offer advice. We build lifelong partnerships grounded in trust, clarity and care. Our role is to act as a financial steward – someone who walks alongside you, helping to plan, grow and protect your wealth across every stage of life.
Whether you’re preparing for retirement, managing a family trust, or navigating a major life transition, we’re here to guide you with confidence.
What truly makes us unique?
Independence that puts you first
Rutherford Rede is an independent, New Zealand-owned firm, with ownership held within our advisory team. We are not owned by or affiliated with any bank, insurer or investment product provider.
Keeping ownership within the team helps protect our independent direction for the long term. Our advisers are committed to acting in your interests, supported by clear governance, disclosure and fiduciary processes to manage conflicts of interest.
Evidence-based advice, designed around you
Your goals, values, and circumstances are unique. That’s why our advice is never off the shelf. Each plan is shaped by academic research, proven investment principles, and a clear understanding of your life stage. From retirement planning advice to strategic investment management, our focus is on long-term results you can trust.
Leaders in fiduciary best practice
Our advice isn’t driven by trends or opinions. It’s grounded in academic research, disciplined portfolio construction, and robust processes that are reviewed regularly.
Rutherford Rede is one of the few firms in New Zealand with CEFEX accreditation – the global fiduciary standard for ethics, governance, and transparency. With our discretionary investment management licence (DIMS), we can manage your portfolio on your behalf, ensuring decisions remain aligned with your wider financial plan.
A personal relationship backed by a committed team
Your adviser takes the time to understand your circumstances, priorities and the decisions ahead. Behind that relationship is a wider team of advisers, investment specialists and support professionals, bringing experience and care to the advice and service you receive.
We also plan carefully for the future of that team. Developing leadership and broadening ownership among existing advisers supports considered succession and gives more of our people a stake in the firm's long-term future. For clients, this helps sustain the independent advice and lasting relationships at the heart of Rutherford Rede.
Get to know the advisers, strategists and support team guiding clients across generations. Experience, empathy and excellence — it’s what we look for in every hire.
Meet our people
Our process is collaborative, transparent and designed to adapt as your life evolves. See how we build long-term financial strategies that grow with you.
How we work
We believe in giving back. Learn how we support organisations and causes that help New Zealanders thrive, beyond financial services.
Giving back to our community
What clients say about us _
“Don't wait. Seeking financial advice is the single best investment you can make for your future, and choosing Rutherford Rede means you are choosing peace of mind. If you're looking for advisors who listen intently, communicate clearly, and treat your financial health with the same care as their own, you need to talk to Rutherford Rede."
— Business Owners, planning for retirement
Who we help_
We provide financial advice that supports you through every stage of life.
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Growing wealth efficiently, managing tax obligations, and preparing for business succession or career transitions.
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Planning and structuring your wealth so you can step back from work on your terms, with reliable income, financial security, and protection of your capital throughout retirement.
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Providing clear, steady financial guidance when life takes an unexpected turn.
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Coordinating overseas and local assets, tax matters, and investment strategies for a smooth financial transition.
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Offering independent, evidence-based advice on where to invest and how to safeguard your capital.
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Insights & Resources
Not just advice. A plan you can rely on. And a team that’s here when it counts.
We help you make smart financial decisions with confidence — no commissions, no noise, no guesswork. Just clear thinking and long-term focus.