We use simple strategies to help clients achieve their goals. For this reason we like directly held bonds and fixed interest products from solid companies returning good interest rates, especially for our retired clients.
We believe managed funds have a place in an investment portfolio if the client has a long investment timeframe and wishes to access international markets
But we constantly strive to drive down our client’s fees and taxes. Currently I believe us to have some of the most competitive fees in the market, and importantly, they are completely transparent.
We believe Kiwisaver has a place in most clients’ portfolios under the age of 60.
Contact us should you want further information.