Investments
Saving money to achieve your personal goals, to provide an Income, and to provide for your retirement are essential needs for maintaining your lifestyle and for growing your personal wealth. We have selected a range of products and services that can meet your needs. Each requires us to meet with you, provide a copy of our disclosure document, to review your situation, and to explain fully the product solution we recommend, arrange the appropriate investment, and to review the investment regularly.
An important part of this process is to complete a Risk profile to determine the best solution for your needs. Your Investment risk profile can be determined using a Risk Profile calculator together with a full discussion with one of our advisers.
Select Wealth Management Service
Investors can choose from a wide range of independently researched and selected funds managed by professional fund managers.. This is a sophisticated yet simple investment service that takes care of administration and provides clear reporting. You are able to invest in regular payments and lump sum amounts. Select offers all asset types and main asset management styles to suit your personal risk profile.
Asset Architect Investment Plan
Provides a range of unit trusts that can help you achieve your financial goals. The trusts utilise a combination of Investment managers with complimentary investment styles. You can choose to invest in a specific sector, such as shares, or a trust that invests in a combination of sectors. This plan allows accessibility to your funds at any time.
Asset Architect Retirement Plan
This retirement plan is a registered Superannuation Scheme and has been designed for investors with a medium to long-term outlook. You can access funds from age 55 and have been investing for more than 5 years. You can select from 4 fund choices.
This plan can be utilised to provide more flexibility than Kiwisaver.
Risk Profile Calculator
What are your Investment goals? How much risk are you comfortable with? Are you investing for the long term? Do you want your investment to create income, or to grow for your retirement?
Please complete the enquiry form and we will be in touch.
