for the future you want
RUTHERFORDREDEAdvice you can trust for the future you want
Advice you can trust
You’ve worked hard to build your wealth. We’re here to help you protect, grow, and manage it with clear, evidence-based financial planning and investment advice.
For more than 30 years, our independent advisers have put our clients’ best interests first.
Our services at a glance_
How we help you plan, grow and protect your wealth.
Financial Planning
Independent, strategic planning that reflects your priorities and risk comfort.
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Succession & Estate Planning
Strategies to safeguard your wealth and pass it on seamlessly across generations.
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Investment Management
Evidence-based portfolios, professionally managed to keep you on track.
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Charity & Trustee Advisory
Governance and fiduciary expertise for charities and foundations.
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Retirement Planning
Understanding ‘how much is enough?’ so you can retire with confidence.
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We help you make confident decisions about your money with advice that’s practical, transparent, and built around your goals. Our plans adapt as your life evolves, combining sound governance with proven financial and investment strategies.
Whether you’re preparing for retirement, managing a family trust, running a business, or overseeing charitable funds, our services give you the structure and clarity you need to move forward with confidence.
Our point of difference _
Independent by design. Responsible by approach.
Trusted over time.
Choosing the right financial adviser is about more than numbers – it’s about trust, transparency, and knowing someone is in your corner for the long haul.
Your interests come first
Every recommendation we make is focused on what’s best for you, not on selling products or chasing trends.
Advice backed by evidence
We base every decision on proven investment principles and solid research, not speculation.
Guiding New Zealanders for over 30 years
Helping clients make confident financial decisions through all market conditions.
Recognised for excellence
CEFEX accredited for meeting the highest global standards in investment advice and governance.
Independent and unbiased
We don’t receive commissions or incentives from any provider, so our advice is shaped by your goals, not by outside influence.
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, New Zealand 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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What our Clients say about us _
Insights & Resources
FAQ’s _
Your questions,
answered.
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We design intergenerational wealth transfer strategies that balance your lifestyle needs with long-term preservation. This includes structuring family trusts, succession planning, and building governance frameworks so your wealth continues to support children, grandchildren, and future generations.
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A fiduciary adviser is legally bound to put your best interests first. This means transparent fees, no product bias, and advice based solely on your needs.
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A financial planner looks at your entire financial life, setting goals and strategies. An investment manager focuses on building and managing your portfolio. At Rutherford Rede, we offer both.
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Wherever possible, we take environmental, social, and governance (ESG) considerations into account as one of many factors when selecting investments, while maintaining our commitment to diversification, cost efficiency, and long-term investment performance.
Plan your next move with confidence.
The first step is simple. Let’s talk about where you are now, what matters most, and where you want to be. We’ll outline how we can help, and you can decide if we’re the right partner for your financial future.