The structure of our client portfolio management 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 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 which contributes to the portfolio is carefully researched and selected from a range of complementary New Zealand, Australian and global investment options.
Our adviser's are paid by salary. Their only concern is your best interests.