Independent advice. Trusted for over 40 years.

About Us

We help investors, especially retirees, preserve capital and generate reliable income. Our advice is clear, practical, and grounded in long experience.

Our Philosophy

Integrity, transparency, and straightforward communication guide everything we do. Every client is different, so we design portfolios to match your goals and explain recommendations in plain language. Regular reviews ensure your strategy adapts as circumstances change.

Creating Passive Income for You

Our focus is helping retirees and income-seekers build stable, sustainable cashflow.

• Portfolios designed to preserve capital and provide reliable income
• Investments across NZX and ASX securities with careful diversification
• Disciplined risk management to withstand market changes

Our services include fully managed wealth custody, self-managed financial advice, comprehensive broking, Kiwisaver, Reverse Mortgages and estate sales assistance. Each service is designed with your best interests, ensuring a holistic approach to your investment needs.

Our Story

Founded in 1985 by Chris Lee, we now oversee more than $1.8 billion in funds under advice. For over 40 years, our reputation has been built on putting clients first and delivering income-focused investment strategies that make a meaningful difference.

Let’s Talk

Contact us today on 04-2961023 or via email office@chrislee.co.nz to schedule a free initial consultation. 

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