You have some great options open to you when investing in New Zealand, and many of these have achieved far better investment growth than similar products in the UK in recent years. As we are not tied to any institution, we can access the entire market, both domestic and offshore, to help you to structure a portfolio that meets your needs - and you'll find our charges very reasonable. Set out below are a number of the different types of investments that we can access when putting together investment portfolios for clients. If you have existing investments and financial products in the UK, you may also find our article on What to do with your UK Investments interesting. As the NZ share market is valued at less than 1% of the world’s stock market, a portion of a diversified investment portfolio will be invested outside New Zealand. Through the Aegis platform we at Broadbase International have access to the US, UK, and Australian markets for almost all types of investments from direct equities to managed funds, to listed trusts across all sectors. It is important before investing that you understand your objectives and what you are trying to achieve. We will need to consider: - what returns you expect to receive
- how long you can stay invested
- what sort of risks are you willing to take
- how much volatility can you bear in your investments
- your tax position
- the tax situation on the investment
We use independent experts, advanced portfolio modelling techniques and independent research to ensure that the investments we recommend for you go through a rigorous vetting process - but most importantly, we listen to what you want, and we regularly review your portfolio to ensure that it is performing at the optimum. It's all about having plenty of options without being overwhelmed by choices; whether you are investing for growth or income, in the short or long-term, in New Zealand and overseas, we can help you get a great return.
|