First we need a Plan
We work with you to develop a well diversified and well constructed invesment portfolio that you can touch and feel 24x7.
Investment research suggests that 90% of investment returns are derived from the asset allocation, so naturally, this is where the majority of our focus is directed for constructing your portfolio.
We document our advice in an Investment Plan and take you through every component to ensure you understand exactly what it means and how it works.
The we need to Invest
We then invest according to the plan and ensure that your investments are:
Investments that suit your requirements are selected by us from a range of Australasian managed funds, bonds, shares and cash products, all selected based on independent research from our partners at Mercer.
We choose from funds we believe are capable of strong, consistent performance - chosen via a stringent selection process, based on information from our independent research partner, Mercer (NZ) Limited.
Receive performance reports by or email, or better yet access your portfolio online in real-time 24x7
Get a single consolidated tax report at the end of the Fianancial Yeal with the information needed to complete your tax return quickly and easily.
We will review your portfolio with you so that it always reflects your needs and lifestyle.