Investment & Financial Planning Services
At the outset, we meet with you and discuss your needs, goals and requirements. This first step also includes completing a risk profiler which helps us work out your appropriate asset allocation. Research indicates that asset allocation contributes more than 93% of investment returns over time.
Once your investment portfolio is up and running, we review it at least monthly, with rebalancing as and when needed to maintain the appropriate asset allocation – a most important & continuing process.
Our services include:
- continual monitoring of your portfolio
- regular rebalancing of your portfolio
- all paper work done for you
- hedging your portfolio as and when required into NZ dollars
- switching investments at no cost wherever possible
- quarterly valuation reports
- as much access to your adviser as you require
- your annual review
- our on-going research on your behalf
- our continuing attendance at various investment presentations
- a wide range of investment reports on request
- quarterly newsletters
- a comprehensive annual tax report for your accountant
- zero entry fees wherever possible
- pro-active advice of new investment opportunities
- liaison with your accountant and lawyer where necessary
