SERVICES

 

Investment Portfolio Review Service

 

This is a free service that many investors have found very useful. Investors who already have an investment plan or portfolio in place can have it reviewed  by one of our advisers to make sure it is structured correctly to achieve their future lifestyle goals. Click here to arrange a free Portfolio Review.

 

Investment Advice

 

At Blackmore Wealth Management our aim is to help each client create their own Personalised Retirement Plan based on their needs and goals.

 

We help clients in retirement:

  • Define their retirement spending needs and goals.
  • Develop a personalised Retirement Income Plan. Click here to request futher information.
  • With advice to assist them make sound financial decisions.
  • Ensure money is always available to meet spending needs throughout retirement.
  • By constantly reviewing the Portfolio Managers to ensure they achieve portfolio returns that will enable our clients retirement needs to be met.

 

For those clients saving for retirement we help clients:

  • Define their retirement wealth pontential.
  • Develop a Personalised Wealth Accumulation Plan. Click here to request further information.
  • Provide advice to assist sound financial decisions.
  • By constantly reviewing the Portfolio Managers to ensure they achieve portfolio returns that will enable our clients future retirement needs to be met

 Our advice is based on the clients needs - not ours.

 

 

 Investment Management

 

We have formed a strategic partnership with NZ Funds as the Co-ordinating Manager for the stewardship of our clients savings. NZ Funds is one New Zealand's leading Fund Managers and one of the few New Zealand owned Fund Managers. They have a history of performance and innovation based on achieving the retirement goals of New Zealanders.To receive more  information about NZ Funds click here

 

NZ Funds utilise the Managed Portfolio Service (commonly known as MPS) as the investment platform for our clients. MPS allows clients access up 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.

The needs based approach to the design of our clients Investment Portfolios enables us to structure their portfolios to ensure they have the right mix of assets, based on their goals, needs, age and risk profile.

 

Client Reviews

 

We meet regularly with each client. This annual event is an essential part of our service which allows the adviser to gather information regarding any changes to the plan that have taken place over the previous period. It also allows both the client and their adviser to plan for any antisipated changes in the future by realigning, if necessary, the clients portfolio to suit their future needs.

 

Whilst the review is an annual one clients are able to discuss their needs and any required changes at any time. At each review we also discuss how the markets, managers and portfolios are performing and if necessary refine the clients investment portfolio relative to our clients evolving situation.

 

When changes are required we undertake these as and when required - not just annually.

 

Client Reporting

 

Our six monthly Portfolio Review details clients:

  • Current portfolio structure.
  • The investments they own.
  • The performance of each component of their investment portfolio. 

The client is also able to select the level of information in their report.

 

 Estate planning

 

Estate planning can give people peace of mind that they have a plan in place that will take care of their needs and preserve their assets for themselves and for their loved ones. At Blackmore Wealth Management we can offer advice on three key aspects of Estate Planning:

 

Trusts

 

Wills

 

Enduring Powers of Attorney

 

If you would like further information regarding Estate Planning click here.

 

 

Retirement Planning - Kiwisaver

 

Kiwisaver can be a great opportunity for people to get ahead with their retirement savings. It comes with valuable tax advantages,generous government financial assistance and if you are employed help from your employer.We have assisted many clients join Kiwisaver as well setting up accounts for their children and grandchildren.

 

It is important that people consider their options carefully and make informed decisions about the type of Kiwisaver scheme they invest in.

 

If you are interested in joining Kiwisaver or you would like to review your current Kiwisaver scheme click here to contact us.