A clearer path for growing and managing your wealth
Building wealth is one part of the journey. Knowing how to manage it over time is just as important. We can help you develop a strategy for your investments, KiwiSaver scheme, and retirement planning.
Helping your wealth support the life you want
We work with you to build investment strategies aligned with your goals, priorities, and future plans.
Initial consultation
A no-obligation chat to understand your situation and goals.
Financial review
We look at your full picture - your assets, income and future plans.
Tailored strategy
A plan built around your individual goals and timeline.
Ongoing support
We review and adjust your plan as your life changes.
Karl Mawston
Financial Adviser
Specialising in investment advice, retirement planning, and broader wealth strategy, Karl works with individuals and families to build financial plans that evolve as life changes. His goal is simple: to help clients move from uncertainty to confidence, with a clear plan and trusted support in place.
View Karl's profile here.
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Comprehensive wealth advice
Whether you're building wealth for the first time or planning how to make it last in retirement, we offer personalised advice across three core areas.
Investment advice
Tailored investment strategies designed to support long-term wealth building, with clear guidance on risk, returns, and portfolio structure suited to your goals.
Retirement planning
We help you understand what retirement could look like, and put a plan in place to support it, covering income, savings and drawdown strategies.
Wealth strategy
Looking at the bigger picture - including property, estate planning considerations, and the wider financial factors that shape long-term decisions.
Ready to talk about your financial future?
Arrange a no-obligation consultation with Karl to talk through where you’re at today and the financial goals you’re working towards.
Advice4Life Limited (FSP 489726) holds a licence issued by the Financial Markets Authority (FMA) to provide financial advice.