What is the minimum amount that can be invested ?
For lump sums we prefer amounts exceeding $20,000. For people making regular monthly savings $2,000 plus $250 per month or more.
Of course there are exceptions – call us and we’ll talk it through. We are big fans of “dollar cost averaging” i.e. investing progressively with regular monthly payments – ask us more about this highly effective strategy.
How soon can I get some money out if needed ?
Your money is easily accessible at all times but for best results a minimum of 3 to 5 years is needed.
When do I get interest?
You can have interest monthly or alternatively a fixed amount monthly.
When do I get reports & statements?
We send out investment valuations and cash account / interest statements quarterly. However you can request reports from us at any time.
What about tax returns ?
We produce a comprehensive tax summary each year for your accountant – you don’t need to do any paperwork.
Do you hold my money in your bank at any time ?
No, your funds are held by Aegis, a division of ASB bank, and is subject to strict audits and the security you would expect from a bank.
