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Contact Information

 

Telephone: 0800 273 847 | 04 297 2294

 

Email: [email protected]

 

Street Address: 112 Rimu Road, Paraparaumu (Corner of Rimu Road & Ihakara Street)
Level 5, 49 Boulcott St, Wellington, New Zealand

 

Postal Address: PO Box 598 Paraparaumu 5254

Latest News

  • Investing with Smartshares

      For some time now investors have been able to buy Smartshares on the NZX. Smartshares are Exchange Traded Funds (ETFs) that invest in a wide range of securities which track the performance of an index such as the NZX 10 Index. The advantage for smaller investors is being able to easily and co…

  • The Rise of the Active-Passive Portfolio

      Over the last fifteen or so years, trillions of dollars have poured into investment funds which passively track indexes such as the S&P 500 or the NZX 50. An index fund matches the components of a particular index and its performance will therefore match the performance of the index. The…

  • Design Your Portfolio Life

      A combination of more flexible working arrangements, increased longevity, demographic changes, delayed retirement and the search for greater personal satisfaction is bringing about a shift toward what has been called ‘the portfolio life’. Charles Handy wrote about designing a portfolio li…

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