Whether you’re looking to achieve portfolio growth, diversification, new income opportunities or protection for your existing investments, we provide expert advice, investment plans and tailored portfolio management to individuals and organisations.

 

 

Secure and flexible investment structures

Our investment approach is tailored specifically to you. You may be cautious, adventurous or a mixture of both – so our Private Wealth advisers focus on creating portfolios that will not only achieve your objectives, but take into account your personal preferences, making sure we maximise returns within your agreed level of risk.

 

Our job is to ensure your money is consistently working for you through the right types of investments that allow you to enjoy the growth of your investments whilst also retaining the benefits of liquidity.

 

 

Our investment strategy

Our Private Wealth advisers are Authorised Financial Advisers and work alongside an expert in-house investment team who are there to ensure your investment strategy is flexible and implemented successfully.

 

 

We target securities and managers that have a proven track record and offer you a wide range of quality investment opportunities...

 

 

We target securities and managers that have a proven track record and offer you a wide range of quality investment opportunities not only from New Zealand and Australia but around the world, including bank deposits, fixed interest, equities and top-rated managed funds.

 

Our investment strategies are based on taking a long-term view. This ensures that objectivity is maintained and that a disciplined approach to investment provides superior long-term risk-adjusted returns.

 

 

Our focus is on you

We pride ourselves on the quality of our advice and our ability to deliver the highest level of service to our clients. That’s why we continually monitor and analyse your portfolio exposures so we can maximise performance under changing market conditions. With one-on-one service from your Private Wealth adviser, top-of- the-range reporting and secure online access to view your portfolio anytime, anywhere, you’re kept up to date at all times.

 

...we continually monitor and analyse your portfolio exposures so we can maximise performance under changing market conditions

 

 

 

Clear fee structure

We charge on an agreed fee-for-service basis. That means our charges related directly to the services we provide you. We do not accept any commissions for placing your investments subject to our recommendations and if any commissions are generated, these will be rebated back to you.

 

We do charge a fee based on a percentage of your investment assets for management of your portfolio and reporting to you. This aligns our remuneration with your financial success.

 

New financial regulation

On 1 July 2011 the Financial Advisers Act (2008) (FAA) came into force. It introduces a new regime under which financial advice may be given in New Zealand. This means financial advisers will be regulated under a new law administered by the Financial Markets Authority (FMA), previously known as the Securities Commission. At Trustees Executors, all of our Private Wealth Advisers are AFA qualified, so you have confidence that the advice you receive is fully compliant with the new law. Read more