Providing that personal touch to give you piece of mind.

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.

Comprehensive financial planning
Providing an integrated and structured approach to meeting your life goals through the proper management of your finances. Life goals can include buying a home, saving for your child’s education or planning for retirement. Financial planning provides direction and meaning to your financial decisions. The financial planning process consists of six steps that help you take a holistic approach to assessing where you are financially. Using these steps, we help you work out where you are now, what you may need in the future and what you must do to reach your goals.

Personal investment advice
We ensure the value of your investment is enhanced through a structured, evidence-based and effective approach. We don't aim to pick winners or make short term decisions, but base our recommendations on long-term, proven and low-cost strategies.

Personal risk management and wealth protection
We face many risks in life. Our personal risk management service helps you identify and assess key risk areas, and put in place strategies to minimise their impact to provide choice, cash and certainty. We'll review existing arrangements to determine their suitability as well as including solutions such as insurance, wealth protection will involve liaison with other professionals for areas such as wills and estate planning. Our recommended solutions are impartial, based on purchased research.

Retirement planning and KiwiSaver
A great retirement is based on a clear plan. Our service helps you determine retirement needs and goals, assesses current provisions such as KiwiSaver, and provides solutions for any shortfalls.

Why clients work with us

When asked to describe Natural Edge here is what our clients had to say.

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.


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

Natural Edge
Peter Lee
Strategic Financial Planner
Authorised Financial Advisor


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