Savings and Investments

What if – your hard earned investments went up in smoke and you didn’t understand the risks you or your trusted advisers were taking?

Avoid this scenario – Know your risks, define realistic goals and review them regularly.

Take our Savings and Investment Quiz

Would you prefer to be:

A) Keep your head buried in the sand and not know the level of risk you’re taking with your investments.

B) Invest in a non transparent environment with little or no ongoing reporting or explanation as to why you hold certain assets.

C) Only invest in property because it only ever goes up (do you know how many individuals and businesses have gone to the wall in this sector over the past couple of years?).

D) Diversify your investment by investing the whole shooting match in a number of finance companies?

E) Let your bank help you manage your money as you like the fact that their typical staff turnover is high and it’s a great way to meet new branch personnel.

F) Know how much risk you’re prepared to take with your funds and take it. Know exactly where you’re investing and why. Know that your portfolio is reviewed regularly and will remain relevant to you.

If you chose options A, B, C or D E in our quiz do nothing. If you’re serious about investing choose option F and click here.

From KiwiSaver to full portfolio management, our experienced team has been successfully helping clients with their saving and investment needs for years.

What we can do for you

• Help you set and achieve your financial goals by fully researching your needs and aspirations.
• Provide you with a financial ‘roadmap’ to lay a foundation for future investment success.
• Ensure that you understand the investment risks you are prepared to take and implement a well diversified and appropriate investment solution.
• Review your circumstances and portfolio at pre-agreed intervals and ensure that your planning remains fully appropriate.
• We will always be available to answer your questions no matter how small or trivial they may sound to you – we do care.

*The content of this page is intended to invoke thought and be for information purposes only and as such should at no time be construed as advice. We will be pleased to provide you with a full advisory service following an initial complimentary meeting and mutually agreed appointment. Further disclosure and proposition information are available up on request – click here to request.