Wealth Management
Our Portfolio Management Service has a “wrap” account at its hub, which consolidates all your investment information in one place. It is designed to hold, trade and report on your portfolio of investments. It enables us to advise and manage your affairs effectively.
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Risk Management
Our role is to guide you by identifying and quantifying the risks, then finding the right solution. This involves a lot of behind the scenes analysis and research. After all, we want to make sure that what you have in place will work as planned when it comes to claim time.
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Employee Benefits
We can assist you in creating a more secure future for your staff through group insurance schemes such as life, disability and serious illness cover or group medical insurance schemes. We can also help design and implement group retirement savings schemes to supplement KiwiSaver or provide extra benefits for Senior or Key employees.
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