Our advice is based on the Client’s Needs and is by way of a written financial plan. We use the Assyst Portfolio Service (APS) in conjunction with NZ Funds Limited.
The Assyst Portfolio Service allows you to implement an investment strategy that is tailored to meet your needs as they change over time. The investments in the Assyst Portfolio Service are protected against normal market movements by the Armor system that is unique to NZ Funds.
Experience has shown that almost everyone can benefit from developing and implementing an investment strategy in conjunction with an experienced financial adviser.
Call us today for an obligation free appointment to discuss your circumstances.