1. Initial Consultation
If you have a minimum of NZ$350,000 to invest and require truly impartial advice, contact us to arrange a free no-obligation consultation. If you live in New Zealand, we will be happy to meet with you in person. Complete the Initial Consultation Request here.
It is crucial to determine the principles that will guide how and where to invest. One of our expert certified financial planners will help you to establish an IPS. This is a set of ground rules that will underpin your investment strategy. It is updated regularly to ensure the investment principles remain relevant to changing needs and conditions.
Using the IPS as the guiding document, we will then prepare an individually tailored investment plan. This sets out details of what we recommend and why. There are different types of investments.
If we prepare an investment plan for you, you may choose to implement the recommendations yourself. However, there are significant advantages in using our management services. They include:
- A consolidated approach
- Use of wholesale investments
- Employ dollar cost averaging
- No up-front fees
- No switch fees
- Stringent audit standards and security measures
- Detailed tax reporting
- The ability to hold foreign currency accounts
This is an on-going process involving the day-to-day administrative management of the assets as well as the provision of advice within the guidelines set out in the IPS. Reviews are comprehensive written documents. They are individually prepared and will typically contain the following:
- Objectives summary
- Portfolio performance data
- Investment performance information
- Recommended adjustments and rationale
- Capital movements summary
- Valuation reports
- Income summary for the period
- Cash account transactions (NZD, AUD, GBP, USD)
- Asset transactions
- Market commentary papers
If you want truly impartial advice, contact us to find out how to put your money to work to fund your important goals.
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