The Cranfield Group are specialists in Wealth Management and Risk Management, providing tailored investment solutions to high net worth individuals, family trusts, companies and company group schemes; and insurance for individuals, families and small-to-medium business owners.
As a client, your needs come first. We provide you with unbiased, customised investment and insurance strategies that meet your specific goals and requirements.
Our expert advisers draw on more than 25 years’ experience in wealth and risk management to help you achieve long-term wealth and safeguard your income, assets and business; and can also guide you in obtaining professional advice on estate planning, tax and more. To provide you with the best financial advice, we regularly participate in ongoing education and training.
Unbiased, non-aligned advice
Our boutique company is family owned and not aligned with any financial organisation. This impartiality ensures that after analysing your current situation, we deliver unbiased recommendations on Wealth Management and Risk Management, as well as KiwiSaver and UK Pension Transfers and Australian Superannuation Transfers. We are also operators of Smart Insure, an insurance comparison website for life, health and income protection insurances.
For wealth management solutions we generally offer a fee-only service, not only ensuring that we have no bias to any proprietary product or company, but additionally that we do not generate revenue by trading portfolios. We are committed to the highest ethical standards in our business conduct.
Contact us to discuss your investment or insurance needs.