Independent investment advisory company based in Wanaka.
Contact us for a free no obligation consultation.
Independent
Chris Coe & Associates is an independent advisory company and as such we receive no commissions for selling financial products.
Wealth creation
We take a long term view of wealth creation using strategies that have proven successful over a long period of time.
Transparent fees
Fees are transparent and competitive, which means there is more of your money to invest and grow.
About
We are an independent investment advisory company based in Wanaka, servicing the Central Otago/Lakes District. We enjoy helping people grow their wealth and take a personal interest in our clients’ financial welfare.