NELSON: +64 (3) 545-8029
0800 200 012 (in NZ only)
BLENHEIM: +64 (3) 578-1921
Wealth Management Services
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 term.
One of these solutions is the Advised Portfolio Service, or APS as it is known. APS allows clients access to a range of 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 Advised 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 an enjoyable and dignified retirement lifestyle then comes next.
Portfolio Review
Investment Portfolio Review
The Investment Portfolio Review 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.
We use NZ Funds' award winning "myWealth Financial Planning" software to help you identify your retirement target/future needs and explore various scenarios to get you there.
This user-friendly software illustrates the effects of minor changes in your savings habits, potential lump sum contributions and changing market conditions, on your retirement saving goals.
Investment Advice
Investment Advice
At Blackmore Wealth Management our aim is to help each client create their own Personalised Retirement Plan based on their needs and their goals through gaining a deep understanding of their financial situation, needs, and dreams.
In addition to our credentials, qualifications, and years of experience; we believe a genuine desire and ability to understand and assist people to achieve their goals and dreams is just as important!
Our advice is based on the client's needs - not ours!
For Clients Saving for Retirement, we help:
- Define their retirement wealth potential.
- Develop a Personalised Wealth Accumulation Plan.
- 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.
For Clients in Retirement, we help:
- Develop a personalised Wealth Plan.
- Define their retirement spending needs and goals.
- 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.
Management
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 of 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.
NZ Funds utilise the Advised Portfolio Service (commonly known as APS) as the investment platform for our clients. APS allows clients access to up to a range of portfolios which are designed specifically to meet their needs. All portfolios are accessed via a single account.
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 an 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.
Reviews & Reports
Client Reviews & Reporting
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 anticipated changes in the future by realigning, if necessary, the client's portfolio to suit their future needs.
Whilst the review is annual, 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 client's investment portfolio relative to our client's 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
Estate planning can give people peace of mind that they have a plan in place that will take care of their needs and help preserve their assets for themselves and for their loved ones.
At Blackmore Wealth Management, we can offer guidance on 3 key aspects of Estate Planning:
- Trusts
- Wills
- Enduring Powers of Attorney
If you would like further information regarding Estate Planning, please get in touch.
Contact Info
0800 200 012 (in NZ)
+64 (3) 545-8029Meetings by Appointment
Mon - Fri: 9 AM - 5 PM0800 200 012 (in NZ)
+64 (3) 578-1921Mon, Tue: 10:00 AM - 2:00 PM
Wed - Fri: 10:30 AM - 1:30 PM
© 2018 - 2019 Blackmore Wealth Management