We remain open for business by phone and email
Auckland remains at Alert Level 4 until Tuesday 21 September. The Government will confirm this decision on Monday 20 September. The rest of New Zealand remains at Alert Level 2. Your investment adviser is still available over the phone, they are there to help answer any questions or concerns you may have.
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.
Your adviser is supported by the expertise of our award winning research team; one of New Zealand’s largest. The quality of our research and the advice you receive is founded on our team's in-depth analysis.
Our experienced investment advisers have helped more than 65,000 clients with their investments be it investors with high net worth, or those just starting out.
No matter how much or how little experience you have with investing, one of our qualified investment advisers can help you make the most of our services.
Working with our clients revolves around a clear investment strategy and a disciplined approach. Our goal is to educate, provide best practice portfolio management and to help investors think about their own situation from a new perspective.
TIM CROOKS & CLARKE CAMERON, INVESTMENT ADVISERS - WELLINGTON BRANCH
LEAVE A LASTING LEGACY
This Wills Month, Community Foundations of New Zealand can help you channel your generosity to where it will be needed most.
If you’d like to make a difference and you’re not sure how to go about it, talk with your local Community Foundation about channelling your giving into the greatest needs in your community.
CLIENT TERMS & CONDITIONS UPDATE
We have updated our Client Agreement Terms and Conditions to provide more information on changing our fee tiers and how we share your information when you ask us to. Please see clauses 26.3 and 30.2 for the changes. The updated Client Agreement Terms and Conditions will be effective on and from 20 September 2021.
The updated terms and conditions are available below. If you have any questions, please contact your investment adviser.