The primary objective of Grant Thornton New Zealand’s Wealth Management team is the delivery of sustainable and attractive long term investment returns whilst preserving investor capital. Our fee-based investment strategies incorporate risk and return management on an individual client basis and can incorporate ownership and tax planning advice for your investments, where required. Our Wealth Management service line is headed by Roger Sutherland, an Authorised Financial Adviser (AFA) under section 55 of the Financial Advisers Act 2008. Roger brings significant expertise to our team with over 33 years investment experience having worked for a range of organisations including two major trust companies and a leading multinational fund manager.
Either lump sum or regular savings strategies.
This service includes a detailed analysis of your current position, definition and establishment of your financial goals, and the development of a plan to enable you to reach those goals. Risk profiling and asset allocation exercises form part of this process, with regular reviews and rebalancing as required. Both managed funds and direct investments are used in the implementation of our portfolios.
For both individuals and businesses.
A six-step process extending from budgeting advice (if needed) through to comprehensive financial planning, including retirement analysis, investment and estate planning. With increasing life expectancy this can be a useful exercise to check whether your current planning is on track to deliver the quality of retirement and lifestyle you are expecting.
This service provides day to day portfolio management, re-balancing and investment performance analysis, all designed to ensure that you are getting the best performance from your portfolio relative to your tolerance for investment risk.
We can outsource to specialists to ensure that your business and personal risk management strategies are up to date and robust enough to provide options, and to ensure the survival of your business and your family in the event of a tragedy. We can arrange a full impartial review for you, to make sure that you have the right covers, in the right quantities, in the right place and at the right price. Our specialists will also check that all supporting documentation is correct and up to date.
Socially responsible investing - our company has developed a good understanding of the needs of “socially responsible investors”, and has access to a good range of both local and international SRI or ethical funds to suit a wide range of investor profiles.
Through our extensive range of contacts we have access to a number of specialty investments including private equity, proportionate commercial property, horticultural investments, and boutique fund managers operating both globally and domestically.
For further information on how your local Grant Thornton firm can help you, please contact: