Rutherford Rede

Rutherford Rede is an independent, New Zealand-owned financial advisory firm based in Auckland, helping people plan, grow and protect their wealth. For more than 30 years, its advisers have provided practical, evidence-based guidance, putting clients’ interests first and making recommendations without commissions or provider incentives. The firm serves individuals, professionals, business owners, retirees, families, trustees, charities and foundations, including people navigating major life changes or moving to New Zealand.

Its services include financial planning tailored to clients’ goals and risk comfort; professionally managed investment portfolios grounded in research; retirement planning to help clients understand how much they need and establish reliable income; and succession and estate planning to protect wealth and support its transfer across generations. Rutherford Rede also provides charity and trustee advisory services, drawing on governance and fiduciary expertise.

The firm emphasizes transparency, responsible decision-making and long-term relationships. It considers environmental, social and governance factors where possible while prioritizing diversification, cost efficiency and long-term performance. CEFEX accreditation recognizes its investment advice and governance standards.