Capital Investment Planning Limited is an independent firm specialising in investment portfolio management for individuals, companies, trusts, and estates. We are based in Christchurch, New Zealand and provide services to investors throughout the country and overseas. The company is owned by six team members.
What we do
We advise our clients about where and how to invest. We also carry out the day to day administrative management of funds.
What we believe in
Our Values Statement explains the principles on which our company is based. We also believe in being involved in the community.
Who we work with
We work with clients with a minimum portfolio size of NZ$350,000. We also work with clients who have a lower amount and undertake to make regular contributions to bring their portfolio to NZ$350,000 within three years.
Why choose us
We are independent. This means we have no affiliations, arrangements or obligations that might influence our recommendations to clients. What is more, we repay any brokerage and commission attached to implementing investment choices. Our only source of remuneration is our fully disclosed fees. It is our understanding that, under current legislation, fees may be deductible to clients for tax purposes. We also have a strong commitment to research.
Meet our team>>
If you want truly impartial advice, contact us to find out how to put your money to work to fund your important goals.
What other investors say about us>>
