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Independent investment advisory company based in Wanaka.


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.


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.