Where and how to invest a lump sum

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:

 

Tailored

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.

 

Highest Quality

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.

 

Accessible

Receive performance reports by or email, or better yet access your portfolio online in real-time 24x7

 

Easy

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.

 

Advice

We will review your portfolio with you so that it always reflects your needs and lifestyle.

 

Take a tour of our preferred investment platform here