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 independently owned and is not affiliated with or owned by any bank, insurer, or investment product provider. Our advisers are committed to acting in our clients' interests and managing conflicts of interest through robust governance, disclosure, and fiduciary processes.
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.
Our human capital defines us
Rutherford Rede is built on people, process and purpose. Our advisers combine experience, empathy, and technical skill. We are united by one purpose – to help New Zealanders make smart financial decisions that stand the test of time. Explore more about the team behind the advice, how we work, and our commitment to community.
Meet our people
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.
How we work
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.
Giving back to our community
We believe in giving back. Learn how we support organisations and causes that help New Zealanders thrive, beyond financial services.
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.