FROM CREATING A SUCCESSFUL BUSINESS TO CREATING MORE FAMILY TIME
Everyone's investment story is different - we can help you with yours
WANT TO GET STARTED WITH INVESTING?
No matter how much or how little experience you have with investing, we can help.
We are one of New Zealand’s leading investment advisory firms and investing is our specialty. The advice we offer through our network of investment advisers is your biggest advantage in achieving your investment goals.
Our experienced Investment Advisers have helped more than 50,000 clients with their investments be it investors with high net worth, or those just starting out.
Talk to an Investment Adviser local to you about how you can get started with investing.
INFINZ AWARDS 2020 WINNERS
Research Analyst of the Year - Stephen Ridgewell
M&A Transaction of the Year
MICHAL MCKAY
“I think particularly as you get older, you need advice. You need to know that people are there who are going be taking interest in what your life is, that you’re not alone.”
We’re passionate about helping local clients achieve their financial goals and grow their wealth. We believe investing is for all New Zealanders, and we will help you plan towards building your financial future.
STUART ANDERSON & CHANTAL BAXTER, INVESTMENT ADVISERS - HAMILTON BRANCH
THE WINNERS IN A POST-COVID WORLD
COVID-19 is a once in a generation event. Almost overnight, we had to adapt to a new way of living, businesses had the ground move under their feet, and people lost their jobs. COVID-19 will accelerate certain trends already underway, while stunting others, creating both winners and losers.
ABOUT US
We are one of New Zealand's largest investment advisory firms and investing is our specialty.
CLIENT TERMS & CONDITIONS UPDATE
We have updated our Client Agreement Terms and Conditions by adding clauses in the Use of Disclosure of Information section; below is a summary of the changes made:
- Clause added outlining restrictions on services provided if you chose not to provide personal information (clause 26.6).
- Clause added that we may also collect, hold, use and disclose personal information in accordance with our Privacy Statement (clause 26.7).
- Included a clause regarding if you provide us with the personal information of any Authorised Persons, Beneficial Owners or other individuals, you confirm that you have their permission to provide us with this information and for us to use it for the purposes contemplated in clauses 26-28 of these Terms and Conditions or our Privacy Statement. (clause 26.8).
The new Client Agreement Terms and Conditions will be effective on and from 1 December 2020.
The revised terms and conditions are available below. If you have any questions please contact your Investment Adviser.
Current version: Terms & Conditions - And Disclosure of Money and Property Handling Procedures
Effective 1 December 2020 version: Terms & Conditions - And Disclosure of Money and Property Handling Procedures