Providing that personal touch to give you piece of mind.

Our personal services have one main goal and that is to provide you and your families with the security to enjoy your life and build for your future.

Providing businesses with sensible and smart financial solutions.

Our business services help you maintain a happy and healthy business so you can increase profittability and adapt to your everchanging industry. Stay one step ahead.

Providing quality investment advice to keep everyone smiling.

Making sure you and your organisation invest wisely, through long-term, low cost and evidence based strategies. Surpassing your stakeholders expectations.

Don't Worry...our name has changed but our services are better than ever.

See our new site >

Providing that personal touch to give you piece of mind.

Our personal services have one main goal and that is to provide you and your families with the security to enjoy your life and build for your future.

Providing businesses with sensible and smart financial solutions.

Our business services help you maintain a happy and healthy business so you can increase profittability and adapt to your everchanging industry. Stay one step ahead.

Providing quality investment advice to keep everyone smiling.

Making sure you and your organisation invest wisely, through long-term, low cost and evidence based strategies. Surpassing your stakeholders expectations.

Making sense of confusion, complexity and uncertainty

At Natural Edge, we provide strategic financial consulting, helping professionals, business managers and non-profit organisations make sense of their financial world..

What we like to call: creating clarity from complexity.

By helping you understand your finances and to create a financial plan, you will be able to achieve your personal and professional objectives quicker. We provide choice, peace of mind and strategic financial clarity – so you can act confidently; freeing your time up to focus on what matters to you most.

De-risking your financial situations

When we put together solutions, our priority is to de-risk your financial situations; we help you identify key risks and find the right solutions to manage them. Our solutions include:

  • Helping you protect your assets, using insurance and other tools
  • Growing and enhancing the value of your assets with effective investment strategies
  • Managing or transferring assets using durable estate planning approaches

We take an integrated approach, coordinating and liaising with other professionals as needed.

We don’t rely on gut instinct or the latest hot tip. Instead, we follow a rigorous process. Our solutions are evidence-based, using detailed research and analysis to find long-term strategies and solutions.

Build a dream, make a difference, leave a legacy

Like us, our clients typically have three defining characteristics:

  • Legacy-oriented: passionate about what they do. They want to make a difference, now and in the future.
  • Creatively-inspired: they’re at the forefront of their profession, business or area of expertise due to their innovative thinking.
  • Technically-rigorous: they’re evidence-based and disciplined – and expect that from the services in their lives.

The clients best suited to our approach are:

  • Professionals and professional practices
  • Values-focused small to mid-size enterprises, including social enterprise and socially-responsible businesses
  • Not-for-profits and charities

Our life time partner

We are very proud to have partnered up with the LIFE-TIME Financial Group, one of the oldest financial planning groups in New Zealand with over 40 years’ experience and a focus on impartial, evidence-based solutions. All our implemented solutions are provided via LIFE-TIME and use LIFE-TIME-s extensive array of research companies and thorough processes. In conjunction with other advisers and externally, I have access to a range of specialists including ACC, mortgage advice, to provide a complete solution.

Group member

Our Services

Investment Advice

Personal financial planning

Retirement planning

Business risk management

Wealth protection

Personal risk management

Kiwisaver

Employee benefit service


Resources

Top 10 reasons to plan

Financial planning helps you determine your short and long-term financial goals and create a balanced plan to meet those goals.

Economic Overview

Over the last 25 years our economy has gone from being one of the most regulated in the OECD to one of the least regulated…

Importance of planning

The Importance of a Financial Plan for a Small Business, by Brian Hill, Demand Media...

"If you’re in the luckiest one per cent of humanity, you owe it to the rest of humanity to think about the other 99 per cent." 
Warren Buffett

"All good men and women must take responsibility to create legacies that will take the next generation to a level we could only imagine."
Jim Rohn

"A man cannot leave a better legacy to the world than a well-educated family." – Thomas Scott

"No work is insignificant. All labor that uplifts humanity has dignity and importance and should be undertaken with painstaking excellence."
Martin Luther King Jr.

"The purpose of life is to contribute in some way to making things better."
Robert F. Kennedy

"A big part of financial freedom is having your heart and mind free from worry about the what-ifs 
of life."
Suze Orman

Edge Community

Follow us

Keep yourself and your business one step ahead by liking us on Facebook and following us on Twitter.

Linking you to finance

Be sure to connect with us on LinkedIn, follow our community and keep up to date with the world of finance.

A lifetime partner

We are very proud to have partnered up with the LIFE-TIME Financial Group, one of the oldest financial planning groups in NZ...

About Natural Edge

At Natural Edge, we provide strategic financial consulting, helping you make sense of your financial world. We provide strategic financial clarity – so you can act confidently; freeing your time up to focus on what matters to you most.

Contact

Let us create financial clarity from complexity for you – talk to us today.

Natural Edge
Peter Lee
Strategic Financial Planner
Authorised Financial Advisor
peter@naturaledge.co.nz www.naturaledge.co.nz

Socialise

Keep up to date with all the happenings in the financial world by connecting with us in the social media sphere. We’re always sharing relevant and useful resources to help you understand the financial market.