Investment Advice

We understood that the investment offerings in the market were simply not suited to the needs-based advice process we have developed. NZ Funds Managed Portfolio Service is a unique investment offering designed to integrate seamlessly with the needs-based advice process we had developed and now follow.

The structure of the NZ Funds Managed Portfolio Service is underpinned by a set of principles, again reflecting what our clients have told us is important to them:

  • It should maximise the reliability of meeting clients' income or cashflow objectives.
  • It should offer a range of well researched investments from specialist investment managers, in a tax-efficient, cost-effective and administratively simple manner.
  • It should be transparent and conceptually simple to understand, giving clients a clear and comprehensive view of their portfolios and how those portfolios will meet their needs.
  • It should be flexible so that it meets individual clients' needs, preferences and attitudes towards risk.
  • It should provide our clients with ready access to their money when it is required to meet their spending needs.
  • It should have an emphasis on protecting our clients' capital with consistent, competitive returns.

Each investment manager who contributes to the platform is carefully researched and selected from a range of complementary New Zealand, Australian and global investment managers. They are chosen for their expertise to manage a particular component of the portfolios.

Our adviser's are paid by salary. Their only concern is your best interests.