Services
Investments
Great Investments start with great advice
A combination of modern technology and academic research allows us to offer exceptional portfolios to clients at low cost.
Portfolio management
We have a range of portfolios and options designed to address different client requirements.
All our portfolios enjoy:
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Independent custodian Investment committee Liquidity Online access Performance tracking Currency protection Multiple specialist funds |
Low cost Wholesale funds Term deposit options Full transparency Tax reporting Socially responsible options
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We are one of only 53 DIMS providers in NZ, making our portfolios especially suitable for Trusts and Trustee purposes, as they meet high fiduciary standards and ease of operation.
Contact us today to discuss your investment goals
What if I’m just starting out?
For clients just starting out, or with less than $100,000 to invest, we offer simpler portfolios utilising electronic traded funds (ETFs) and other low cost funds. These closely follow our our investment philosophy.
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Portfolio Investment Entities Investment committee Online access/smartphone app Regular reports Regular savings and withdrawal options |
Low cost Liquidity Exchange traded and low-cost funds Full transparency No minimums |