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The Radical Investment team

Vetted partner practice

Radical Investment

Independently owned, pairing personalised investment advice with practical cashflow planning.

Wellington KiwiSaver & investments Retirement planning

Radical Investment is an independently owned Wellington practice. No corporate parent sits behind the advice, which is the point: the recommendation answers to your goals rather than to someone else's product shelf.

What they do

The advice Radical Investment covers

Personalised investment advice

Strategies built for your circumstances and the timeframe you are investing over.

Cashflow planning

Practical work on income, spending and saving, so the investment plan has something to feed it.

KiwiSaver guidance

Getting the fund and contribution rate right, which for most people is the largest single lever they have.

Why clients pick them

What sets this practice apart

  • Independently owned

    No corporate ownership shaping what gets recommended.

  • Straight conversations

    Honest answers, including the ones that are less comfortable to hear.

  • Complexity turned into steps

    The strategy arrives as things you can act on this month, not a document you file away.

How the intro works

Free, and yours to walk away from

  1. 1

    Tell us what you need

    Two minutes: what you want sorted, your region, and a line about your situation.

  2. 2

    Radical Investment gets in touch

    A free intro chat, no obligation and no fee for the introduction.

  3. 3

    You decide from there

    If it isn't a fit, tell them or tell us, and that's the end of it.

Radical Investment is a licensed New Zealand practice. SortMe makes the introduction and never charges you for it. The regulated financial advice comes from the practice, not from SortMe, and nobody sees your SortMe data unless you choose to share it.

What is SortMe?

The app behind the introduction

SortMe is a New Zealand app that connects your accounts — bank, KiwiSaver, investments, mortgage, property — and puts your whole financial picture in one place. It's what finds the fixed rate about to roll off, the cover you're paying for twice, and the KiwiSaver fund that stopped matching your risk years ago. SortMe surfaces when it's the right time to talk to an adviser.

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