When it comes to investment planning we are not tied to any institution and have access to the whole of the market both domestically and internationally.
Whether your requirments are a boutique fund or a fully managed portfolio service, we can assist you. For our full Financial Planning Solutions we use an independent research team to structure, monitor and re-balance our portfolios.
We have many years experience in managing client portfolios both in the UK and New Zealand. We have the support of the Wellington based Grosvenor Investment Services Ltd who are New Zealand owned and an independent company. Grosvenor have been administering investments for over 10 years and are not aligned to any fund manager.
We ensure that the client’s needs are fully explored before making recommendations and offer a full financial planning solution to ensure ‘best advice’.
If you are considering making any investment decision we can help you.