INVESTMENT PHILOSOPHY 

We have worked very closely with NZ Funds dedicated team of Investment Analysts and Portfolio Managers which enable our clients to have access to leading edge solutions to solve this major question of needs - whether they are short, medium or long.

 

One of these solutions is the Managed Portfolio Service, or MPS as it is known. MPS allows clients access to 11 Portfolios which are designed specifically to meet our clients needs. All portfolios are accessed via a single account. Click here to find out more about the Managed Portfolio Service.

Our clients needs are further met by our first priority of aiming to protect their capital from unrecoverable losses. Achieving the required level of income for a enjoyable and dignified retirement lifestyle then comes next.