Gold
Our Gold option provides everything you need in order to start looking after your financial future. We will further customise our services to suit specific requirements including discussions about insurance, your financial health, trusts, and investments to suit your needs.

Bronze
The Bronze package is for our DIY clients; those who are confident in making their own investment decisions and require convenient mechanisms to carry them out. For these clients we offer lower fees, potentially higher investment returns, ways to invest offshore and also access to special investment opportunities.

Start now by calling us on 0800 337-577 for a no-obligation chat.

	ü	Annual asset allocation evaluation
	ü	Annual risk profile analysis
	ü	Annual tax report
	ü	Annual report with analysis
ü	ü	Quarterly valuation reports
	ü	Quarterly report analysis
	ü	Quarterly report commentary
	ü	Free fund switching - If recommended by our adviser
	ü	Full administration and mail service
	ü	Discounted investment entry fees
	ü	Access to nil-fee high interest bank account
	ü	Liaison with your accountant or lawyer if needed
	ü	Proactive listing for new investment opportunities
ü	ü	Quarterly emailed newsletters
ü	ü	Regular emailed updates
	ü	Hard copies mailed on request
	ü	Invitations to client seminars/presentations
	ü	Invitations to workshops