Effectively managing investment portfolios is a complex business. There is an increasingly large range of investment options available to New Zealand investors. There are many variables such as interest rates, currency, global economic conditions, and the volatility of returns from local and international markets.
It should be absolutely clear how your client's investment planner makes investment recommendations for your clients. The process surrounding the analysis and placement of funds, and the costs associated with managing portfolios must be absolutely clear and well explained.
Capital Investment Planning delivers that clarity.
Based in Christchurch, Capital Investment Planning works with a network of accounting and legal firms throughout the South Island. Our planners make regular, scheduled visits to Nelson, Marlborough, the West Coast, Otago and Southland.
If your client wants truly impartial advice, contact us to find out how we can help them put their money to work to fund their important goals.
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