Wealth Management Custody Service

Our Wealth Management Service offers comprehensive, proactive financial advice. Assets are held in custody, providing a complete wealth package that combines financial advice and management into one cohesive service.

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.

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% per annum of the portfolio's value, excluding cash.