Services

We offer a range of investment and asset management services that can be tailored to your individual needs

Whether you are just starting out, are well on the way to achieving financial independence or are already financially successful we can help you achieve what you want from your investments.

	Managed Portfolio Service
	Our premiere service Ideal for investors who value having more time, as well as superior investment advice Proactive service, complete administration and preferential access to new issues Click here to go to our Managed Portfolio service
	Investment Administration Service
	Simplify the administration of your investments Comprehensive administration of your investments and regular performance reporting Leaves you in control of all decision-making associated with your portfolio Click here to go to our Investment Administration service
	Sharebroking Service
	A full broking service across all of the world’s major share and bond markets We offer objective advice in all asset classes Listed and unlisted securities, fixed interest, private equity and installment warrants Click here to go to our Sharebroking service
	Cash Management Accounts
	Competitive returns Tiered interest rates Monthly compounding interest for on-call deposits On-call accounts in NZD and a range of foreign currencies Electronic settlement of your share and fixed interest transactions Direct crediting of dividends and interest coupons No entry, exit or transaction fees Click here to go to our Cash Management Accounts
	kiwiSTART®
	One of New Zealand’s most flexible KiwiSaver schemes Self-select your own securities to tailor your portfolio Help and expertise from your qualified Investment Adviser All the government incentives with no hidden fees Click here to go to our kiwiSTART® service
	mySTART®
	A flexible investment plan with the option to create and tailor your own portfolio Self-select direct investments or choose from one of our risk-based defined portfolios Ideally suited for new investors Allows regular or lump sum contributions, compounding your returns to maximise the growth of your investments Click here to go to our mySTART® service
	superSTART®
	A flexible registered superannuation scheme with earlier access to your funds than KiwiSaver Choose your own shares to tailor your portfolio Allows regular or lump sum contributions, compounding your returns to maximise the growth of your investments Help and expertise from your qualified Investment Adviser Click here to go to our superSTART® service
	UK Pension Transfers
	Complimentary service to bring your pension back to New Zealand You may access your funds at retirement – tax free Control your investment locally, with professional investment advice Ability to hold your investments in British Pounds Click here to go to our UK Pension Transfer service