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Life is a journey filled with significant milestones and unexpected changes. Whether you're planning for retirement, managing sudden wealth, or embracing a new chapter, we're here to guide you every step of the way.
Am I saving enough to retire?
Will my savings last throughout my lifetime?
Am I paying too much in taxes?
Am I working longer than I need to? Or not long enough?
What should I do for health care?
Are my investments properly diversified?
At Manuka Financial, we help you navigate the turning points in your life with personalized financial strategies tailored to your goals. Let us be your trusted partner on the path to a thriving future.
Rather than charging a percentage of your assets—which can climb higher and higher as your portfolio grows—we use a simple, bracket-based flat fee. For example, if your assets fall between $2M and $5M, you pay one consistent fee; from $5M to $10M, there’s a single fee for that range, and so on. This approach eliminates the uncertainty of percentage-based fees, giving you clarity and control over what you pay—no matter how much your investments grow.
Years of Experience
Active Clients*
Assets Managed*
Earned Designations
Flat Fee
Dedicated Advisor
Easily view all of your key financial information including net worth, probability of success, effective tax rate, current investment allocation, liquidity and goals.
We intentionally limit the number of individuals and families we work with so that we can remain committed to providing a high level of proactive service to each one. It’s therefore very important to us that we’ll be a good fit. And if for any reason it turns out we’re not, we’ll help you get to the right place. We anticipate having a few openings in 2025. If you’d like to be considered, please complete the following form:
