Financial Advice
At Chris Lee & Partners Ltd, we specialise in building investment portfolios that align with your financial goals.
Our team of experienced advisers is committed to guiding you through your investment journey.
Our Wealth Management Service offers comprehensive, proactive financial advice and is our top-tier service. Assets are held in custody, providing a complete wealth package that combines financial advice and management into one cohesive service. Here's what our Wealth Management Service includes:
Comprehensive Financial Advice and Support
- Full management of investment advice and administration.
- Cash management support, including bank term deposits with most major banks.
- Annual summary of cash flows and other information, aiding in tax returns.
- Comprehensive admin/paperwork management, with all investment admin handled through us.
- Cashflow management, ensuring cash is paid regularly when you want it, not when the company pays it.
- Access to out full team of administrative support.
- Personalised quarterly reports and confidential newsletters.
- Real-time portfolio monitoring.
- Opportunities for access to new investments.
- Access to NZX & ASX listed securities and research articles.
- Regular proactive advice with written quarterly portfolio reviews, considering current market conditions.
- Comprehensive admin management including remittance advices, voting forms, holding statements, corporate actions, and annual reports.
- Web portal access for real-time portfolio viewing.
- Annual summary of cash flows and other information to aid in tax returns.
Our Wealth Management Service ensures you receive personalised, expert financial advice and management, tailored to your unique needs and goals, all under one comprehensive package.
Cost: 0.50%+GST per annum of the portfolio's value, excluding cash.
Further information can be found here
Financial Advice Service is for investors who want to manage their own portfolio while seeking input and advice from our advisors before making decisions.
This service doesn't require a suitability analysis or risk tolerance assessment, however we do assist in creating an investment risk policy. Here's what you get:
- Financial advice and opinions in line with your investment policy
- Assistance in building an investment portfolio creation and ideas
- A Cash Management Account provided to all new investors
- Personalised quarterly reports and confidential newsletters
- Access to your portfolio and research articles on our Private Client Webpage
- Real-time portfolio monitoring
- Administrative assistance with investments, registries, off-market transfers, and more
- Opportunities for access to most new investments
- Access to all NZX & ASX listed securities
- Sharing of our research and information
- Free client appointments in your area
Our Personalised Reporting Add-on is for investors seeking personalised quarterly recommendations for their portfolio. In additional to all the benefits of our Class Advice, this adds-on:
- Regular proactive advice with written quarterly portfolio reviews taking into account current market conditions
- Financial advice based on an up-to-date understanding of your financial situation, investment goals, and risk tolerance
- Suitability analysis, including annual risk tolerance assessments via a survey
