Investment Portfolios

When building your portfolio these are some of the questions we will ask you

  • What do you expect this portfolio to do for you?
  • What is your risk profile?
  • How long do you want to invest your funds?
  • What type of investor are you?
  • What return do you expect to receive from your portfolio?
  • How do you react when there are fluctuations in your portfolio?
  • What income do you require from this portfolio?

The portfolio monitoring service used is Aegis Ltd

  • Aegis Ltd is New Zealand’s largest web based investment administration service that allows us to carry out client instructions for trading securities and investments, including wholesale and retail managed funds, national and international shares, fixed interest, wholesale cash, property portfolios and more.
  • Aegis Ltd currently administers in excess of $9 billion of clients’ funds.
  • Aegis Ltd is a member of the ASB Group Investments and is part of the Commonwealth Bank of Australia Group.

Talk to us

Tel: 03 961 1720
Mob: 027 473 3157
Email: [email protected]