Business Excellence
We only choose experts who’ve either walked the path of the founder, and created their own business, or if they’ve been able to achieve high-ranking positions within prestigious companies.
Who we’ve helped
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Chris Smith
eccuity has the unique ability to connect strategy with execution, and we’re proud to have them as a key partner on our journey.
Dave Insull
By helping me achieve my goals, that ultimately led me to trust and respect eccuity and Charlie.
Mark Smart
eccuity is genuinely impressive. Charlie, Ab and the team are doing something truly innovative and the culture they’ve built is exceptional.
We’ve helped a range of business leaders and investors from across New Zealand to achieve a brighter financial future. Simply press the titles below, to see what we can do for both Investors, and Business Owners
Your investments are scattered, one property here, a few shares there, there’s no consolidated view, no clear plan, and it feels impossible to connect the dots. You’ve poured everything into the business, yet the finish line feels further away than ever.
You speak to a member of our team about why you think you may need some help. Whether it’s to do with your business, investments, or lifestyle. We analyse what you tell us, and then put you in touch with the correct expert to best help you.
You get on a call with one of our advisors, there’s no pressure, just a calm, grounded voice on the other end.
They ask smart questions. They listen and they walk you through a framework. Where you are, what is working and what is possible.
You design a roadmap for your business progression, and start your path towards financial freedom.
After getting your business back-on-track, with a plan customised to your unique needs. We put you in-touch with a financial advisor, who can show you how to use eccuity Private’s exclusive tools, and work with you to create the investment strategy that’s perfect for your needs.
When the economy shakes or a staff member quits, you don’t panic.
You book a 1-on-1 session with a trusted industry expert who can best help you solve the new issues you face.
It's vital to have a procedure in place, and secure your financial future.
So when it finally comes time to take a step back, you can do so with clarity and grace.
Access to professional tools is restrictive and are limited to those who can pay for them, not for those who need them.
All of us are trying to improve the outcomes of our financial futures, but the clarity and confidence to make informed decisions are kept away from the every-day investor.
You decide to reach out, and speak to a member of our team.
There's no pressure, just a grounded voice on the other end.
They ask smart questions, they listen.
Whether it’s to do with your business, investments, or lifestyle. We analyse what you tell us, and then put you in touch with the correct expert to get you on-track
During our issue discovery, we discuss who the best experts could be to help you execute the changes you need to make.
You work together with the expert to create a personalised and automated investing strategy, and our expert analyses your current portfolio to give you a clear overview of where your money is.
Giving you clarity around all of your holdings, potential risks and clear view on your diversification.
We let you know if anything dramatic happens to the price of any stock that you own, making sure you're informed in-case you need to make changes to your customised strategy.
Private customers also have access to financial advisors in-case of a financial emergency, helping to take the stress out of the tough times.
While you’re focussing on what’s important, you’ll be notified when new exclusive strategies created by our financial advisors become available to private members.
These strategies are closely managed by a financial expert, who’s doing all they can to keep your money secure, and growing.
To make sure that you’re keeping on track, you have quarterly check-ins with your financial advisor, where they can help with any questions, or concerns you have for your portfolio, and make-sure that things are running smoothly.
We help calculate the tax from your investments, whether it’s FIF tax, or crypto income tax calculations.
We remove the complexity, and replace it with simple, clear information for you to provide to an accountant.
It’s vital to have a procedure in-place to make sure that when the time comes, you can transition to retirement with clarity and ease.
Whether it’s getting the business to a point where you are ready to exit, or creating legal processes around succession through employees, or family members.
We put the often overlooked processes in place, ensuring your time is being spent where you would most like it to be.
Not just on our clients’ financial outcomes, but on their peace of mind.
Sometimes it’s clear, like improving investment returns or guiding a growing business.
Other times it’s quieter, like the reassurance of expert support or newfound clarity about the road ahead.
We measure success by the impact we create.
Here are some of the industry veterans who are standing-by, ready to help you change your businesses outcomes.
Co-Founder at eccuity
Co-Founder at eccuity
Growth Manager at eccuity
Health Coach at Procare
Commercial Strategist at Maddition
Advisory Board Chair at Faraday
Financial Adviser at Money Maverick
Technologist & Cyber Security
Becoming an eccuity expert advisor isn’t easy, and there is a rigorous process that we put potential experts through to make sure that they are the right people to be looking after our members.
Becoming an eccuity expert advisor isn’t easy, and there is a rigorous process that we put potential experts through to make sure that they are the correct people for the job
We only choose experts who’ve either walked the path of the founder, and created their own business, or if they’ve been able to achieve high-ranking positions within prestigious companies.
We only choose experts who’ve been able to create successful investment portfolios, and have a deep understanding of financial management, and high level of financial knowledge to call upon.
We only choose experts who have an exceptional track record of entering a business and guiding them to success.
All of our experts also need to have the appropriate accreditations for the field they are providing advice for.
Schedule a discovery call with our advisory team. To identify what you’d like to improve
We put you in-touch with an industry expert, or financial advisor who can give you a plan, and the resources to start making things better
Start your journey towards a brighter financial future, for yourself, your business, your family and your time!
