Everything you need to know about moving to NZ

There are a number of options available if you would like to generate an income from your investments, including bank deposits, government bonds, corporate bonds, managed funds, mortgage trusts and secured debentures. It is important to have a diversified portfolio.

The key areas that we look for in selecting investments for our preferred Fixed Interest list include:

• Independent Ratings
• Financial Strength
• Length of time in business
• Management
• Process
• Risk Mitigation
• Insurance
• Returns

What returns can I expect?

Returns vary depending upon the type of investment chosen from currently over 7%p.a. on call at any high street bank to over 12%p.a. in some more aggressive fixed interest investments. A lower rate of return does not always equate with a lower risk investment and vice versa. We are often able to offer preferential rates and terms to our clients that are not available to the general public.

How do I invest?

We have fixed interest managed funds and direct bonds on our preferred list. Please contact us for more information on your investment options.