Services Overview

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 Service
	On call deposits Our flexible, multi-currency service No annual fees, no entry or exit fees  Competitive returns Automatic settlement of purchase or sale of securities Invest in funds across all major currencies Is guaranteed under the New Zealand retail deposit guarantee scheme Click here to go to our Cash Management Account service
	kiwiSTART®
	One of New Zealand’s most flexible KiwiSaver Schemes Choose your own securities to personalise your portfolio Help and expertise from your qualified Investment Advisor All the government incentives with no hidden fees Click here to go to our kiwiSTART® service
	mySTART®
	A unique investment plan with the flexibility to create your own personalised portfolio Option to 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 superannuation scheme with earlier access to your funds than KiwiSaver Choose your own shares to personalise 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 Advisor. Click here to go to our superSTART® service
	UK Pension Transfers
	Complimentary service to bring your pension back to NZ Access 100% of your fund 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