Investments
We specialise in giving investment advice based on our clients needs whether this is low risk investing into mainly cash and fixed interest to the more aggressive investor who is looking for share and property exposure. We believe it’s all about getting the balance right.
We have access to a wide range of investments available in New Zealand and internationally. This covers all asset classes and we use extensive research to ensure that we have the right asset allocation for different investor profiles.
In a nutshell, "we have access to the marketplace" whether it be cash, fixed interest, debentures, mortgage funds, property investments, direct equities, managed funds, tracker funds, listed investments or specialty funds.
Investment Process
The most important thing we do is find out what your requirements are and match our advice to your needs. We spend time discussing the risks associated with investment and making sure we get your risk profile right. Once we know your requirements and your risk tolerance then we prepare an investment plan detailing our recommendations. The plan is agreed upon and then we implement the investments. Ongoing we provide a portfolio management and review system.
Tailored Portfolios
For most of our clients we offer a tailored investment portfolio held in a Custodial Service. Our portfolios are tailored to each individual's needs and this will differ depending upon a client's needs and can range from a very Conservative portfolio investing purely into fixed interest to a more Aggressive portfolio investing into shares and property funds. We believe it is important to have a diversified portfolio based on asset allocation supported by a robust research process.
Fixed Interest Investing
For clients looking for security and income from their portfolios, we have access to a wide range of fixed interest investments that include cash deposits, tradeable fixed interest securities such as bonds, Capital notes and preference shares.
Investment Platform
We use a Custodial Service provided by Aegis Limited. This is technically known as a “wrap account” which consolidates all your investments into one place. Aegis is a state of the art electronic administration service designed to hold, trade and report on your financial investments. Currently Aegis administer over NZD$5 billion.
For further information please refer to the Aegis website www.aegis.co.nz
Research
We have an in-house research team plus we purchase independent research. The company is part of a wider network of independent investment advisers who pool together to share research processes and compliance costs.