A combination of modern technology and academic research allows us to offer exceptional portfolios to clients at low cost.
We have a range of portfolios and options designed to address different client requirements.
All our portfolios enjoy:
Multiple specialist funds
Term deposit options
Socially responsible options
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.
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.
Portfolio Investment Entities
Online access/smartphone app
Regular savings and withdrawal options
Exchange traded and low-cost funds