Joel Robinson

Radical Investment (RI) was founded in September 2022 by Joel Robinson, an NZ-born Financial Adviser with a desire to do and look at things differently to what may be considered ‘normal’, ‘safe’ or 'easy' by others in the industry. But what does that mean exactly? - Freedom of choice for clients - Encouragement of giving - Rejection of the notion that everyone's definition of ‘ethical’ investing should be identical. - Transparency - No discrimination - Open-mindedness We provide the following services: - Investment advice - the development of a plan to help you invest in a way that aligns with your personal goals, whether they are long-term, short-term, somewhere in between or even a combination; with access to investment funds and portfolios that cater to those with simple needs through to the highly specific. - UK Pension Transfers - the process of intiating the transfer of these funds from the UK and the investment of them in a way that aligns with your aims. - KiwiSaver advice - connecting you and your specific goals, risk tolerance and other preferences with not only a specific type of fund (i.e. conservative, balanced, growth, etc.), but with a specific Provider that suits you. - Future Planning - this involves looking at your current financial situation and goals (even helping you to set out some goals), and working with you to progress them forward. Your situation could be very basic or very complex. We are happy to help regardless. - Financial modelling - Perhaps you already own a number of different assets but find yourself wondering if what you have is enough to last your lifetime and don't know the answer. - Cashflow planning - perhaps you find yourself in a bit of a debt scenario, or want to be working towards the first home. People in this position often think Financial Advisers aren't interested to work with them. We are.