Investment Planning, Investment Advice, Financial Plan

By: Nuview Wealth  05-Apr-2012

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.

Other products and services from Nuview Wealth


Future Planning

Estate Planning is concerned with protecting those assets during your lifetime and being able to pass them on to your loved ones in an orderly manner after you have gone. Our solution is a well run Estate Planning Package which includes Family Trusts, Inheritance Trusts, Wills and Enduring Powers of Attorney. We spend a good deal of our working lives accumulating our assets.


Kiwisaver | Nuview Wealth Solutions

Our approach is to ask what the client wants from their Kiwisaver, how many years do they have until retirement and what is their risk profile. However if an investor chooses not to take advice then there is the safety net provided by the scheme called a default scheme. Kiwisaver has begun to take hold as a means by which we save for our retirement. There are a good number of Kiwisaver products available in the market place.