As independent advisers we are not affiliated with any one investment product or fund, so we can provide you with a range of products and solutions tailored entirely to your goals and preferences.
There are clear benefits to working with our independent investment advisers:
Investment Options:
We offer a wide range of local and global investment options, including directly held shares listed on US, UK, Australia, NZ and other markets. Directly held NZ bonds. Plus various fund options including NZ Portfolio Investment Entities (PIEs), Australian Unit Trust (AUTs), and Exchange Traded Funds (ETFs), listed in US, NZ and other international markets.
Please note that US clients in New Zealand have a more restrictive list of investment options to avoid being classed as a Passive Foreign Investment Company (PFIC).
It is important to us to incorporate your investment preferences. Within each investment class we therefore offer Environmental, Social and Governance (ESG) investment options for investors that wish to express their ESG values with their investments.
Disclosure & Fees:
You can find information on our disclosure and fees on this page.
Contact us or book a time to talk that suits you.
We do not charge for initial meetings.
