Investment Advice Process
Find out how our experienced and qualified advisers can help guide you through the investment process and build the right solution for you.
Investment Portfolios
We offer a range of five high quality investment portfolios. Our Advisers can help you choose which portfolio is right for you depending on your needs and preferences.
KiwiSaver
KiwiSaver is a voluntary retirement savings scheme where you can make regular contributions from your pay or directly to your scheme provider. Our Advisers can give you advice on the best scheme to suit your needs and provide ongoing guidance.
Additional Options
We have access to a number of other high quality solutions including Nikko Asset Management GoalsGetter, Milford Investment Funds, AMP and ANZ Investments.
Our Investment Beliefs
Governance
Strong investment governance is essential for investment success
Asset Allocation
Asset allocation is a primary driver of returns
Active management
Market efficiencies exist and should be exploited through portfolio construction and a bias to active management
Current risk
Asset allocation should account for currency risk
Tactical asset allocation
A systematic process of tilting the asset allocation helps to add value and reduce risk over time
Environmental, Social and Governance
Environmental, Social and Governance factors should be considered in the investment process where possible
Our Investment Partners
