• 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 Managed Portfolio Service, or MPS as it is known. MPS 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 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 an enjoyable and dignified retirement lifestyle then comes next.

  • Portfolio Review
  • Investment Portfolio Review

  • 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!

    Contact us for a FREE No Obligation Chat.

  • Investment Advice Is Provided By Blackmore Wealth Management In Nelson And Blenheim NZ
  • 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 Managed Portfolio Service (commonly known as MPS) as the investment platform for our clients. MPS 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.

    Contact us for a FREE No Obligation Chat.

  • 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 Reviews And Reporting Are Provided By Blackmore Wealth Management In Nelson And Blenheim NZ
  • 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.

    Contact us for a FREE No Obligation Chat.

  • 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 us for a FREE No Obligation Chat.

  • Estate Planning Assistance Is Provided By Blackmore Wealth Management In Nelson And Blenheim NZ