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"What may have been a prudent investment decision 10 years ago may not look such a good idea now"- That is why it is important to be constantly examining your investment portfolio.
We help our clients develop investment strategies that will endure over time, to suit their goals and investment objectives.
Our investment research comes from a wide variety of sources, including Research Houses, Sharebrokers, and offshore resources.
Once recommendations are made and a strategy agreed upon, the plan is implemented.
There is ongoing management and monitoring offered to our clients with a variety of options available to them.
Custodial Services
We provide this service using a number of custodial services such as:
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First NZ Capital
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Aegis
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Private Portfolio Service
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Select Portfolio Service
Income & Tax Reporting
Income and distributions, coupons and interest on depsoits are collected by the custodian, withholding tax deductions are made, and the residual is credited to your account.
Annual Tax summaries are prepared to assist in the simplification of tax return preparation.
Multi Currency Accounts
Another key feauture of custodial services is the option of investing in many of the major currencies.
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NZ Dollars
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Australian Dollars
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GB pounds
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Euros
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US Dollars
To find out more call Keith on 0800 KIWI KEITH or send your expression of interest on the form below.
