Invest transparently

No hidden fees, no surprises.


We are Openly

We are an investment advice and portfolio management company based in Auckland, New Zealand.

We believe investing should be intelligent, transparent, and open – and deliver the best outcomes for you.

At the moment, we provide advice to Perpetual Guardian and their investment clients


Our mission

Our mission is simple: to provide our clients with open, transparent investment advice and solutions.


How do we do this? By getting to know you, your needs, your hopes and dreams – and giving you the best tools to achieve them.


We believe smart, long-term strategies deliver better outcomes than rushing after quick gains.


We also understand the importance of a diversified portfolio – minimising risk and generating returns.


We won’t bamboozle you with jargon or sneak in surprise fees. With Openly, you get total transparency.


Invest with us

No hidden fees, no surprises.