Invest with confidence
A full range of investment portfolios are available to suit your investment objectives and risk and return profile. Or, if you prefer, tailored solutions can be constructed to reflect your unique circumstances
Regardless of your phase of life and desired investment outcomes, it will be our pleasure to assist.
What to expect
- Trust. Invest with confidence knowing we are the official financial advice provider to major organisations including the NZ Defence Force and the clergy of one of the nation’s largest Churches.
- Research-backed. Decisions are supported by investment research from international powerhouse Morningstar. This is backed with an additional layer of analysis from our NZ-based external investment research provider, MyFiduciary.
- Choice. A wide range of flexible solutions to meet your needs. This includes customisation if you require a tailored solution – we have one of only 50 or so nationwide licenses to offer this service.
- Access the best. Our world-class investment platform means you can access all major financial markets (not just the United States, NZ, and Australia), and the best national and international fund managers.
- Simplified complexity. A combination of technology, transparent online access, and regular reporting simplifies complicated ideas to help investors reach their goals.