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Investment Management
To deliver the best possible investment outcome we employ a consistent philosophy based on empirical evidence and academic research. We do not experiment. We do not invest based on conjecture or gut feeling.
We build custom portfolios based on your unique needs and financial plan, and, if appropriate or important to you, we can include socially responsible or sustainably focused strategies as well.
We work with our investment partners to provide institutional-quality investment management, disciplined portfolio monitoring and whole of market research.
We offer two types of Investment strategies
Standard Investment Funds
Which comprise of a diversified basket of New Zealand, Australian and international growth and income assets.
Socially Responsible Investment Funds
These funds allow you to invest in-line with your environmental and social values without sacrificing sound investment principles and returns.
KiwiSaver management
Our KiwiSaver advice programme ensures your KiwiSaver investment strategy is able to achieve your investment objectives.
Our KiwiSaver advice programme includes;
Tailored investment strategy advice
Incorporating your ethical preferences
Optimising Government contributions
Reporting and ongoing monitoring of your KiwiSaver
First home or retirement withdrawal support
Retirement and Estate planning
Knowing when you can retire and exactly how much you might need saved can be daunting questions…and they’re not the only challenges.
We can help you devise a plan that gives you peace of mind, optimizes your assets, and sets you and your family up for sustained financial success.
Pension Transfers
Australian
Have you worked in Australia at all since 1992? If so, then it’s likely you will have money in an Australian Superannuation Account. Trans-Tasman Superannuation portability took effect on 1 July 2013, enabling transfers from Aussie Super to NZ KiwiSaver Scheme. Working with our KiwiSaver partner we’ll liaise with your Australian Super provider to get your funds to the right side of the ditch!
United Kingdom
Working with our investment partners we’ll liaise with your UK pension provider to get your funds from the United Kingdom to New Zealand so you can manage your superannuation in one place with minimal fuss.
Get Organised
Successful and worthwhile achievements start with a plan.
Schedule an introductory call today to get started on yours
