As an essential service, we remain open throughout all COVID-19 Alert levels. However, now under Alert Level 2 – our preference is for appointments by phone, but we understand there will be circumstances where a face-to-face meeting is required. Therefore, our offices are open to clients for pre-arranged appointments. Please continue to contact your investment adviser by telephone or email with any questions or requests as normal - they are here to help you.
GOOD RIDDANCE TO BONUS BONDS
If you’re holding Bonus Bonds, don’t despair. This is an opportunity to educate yourself about your investing options, to learn about risk and return, and to ultimately derive a far superior outcome.
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.
TANYA OSBORNE & TOM WOODHAMS, INVESTMENT ADVISERS - AUCKLAND 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, you can talk with your local Community Foundation today about channeling your thoughtful giving into the greatest needs in your community.
QUALITY INVESTMENT STRATEGIES FOR THE LONG TERM.
Since we were established in 1984 we’ve experienced many notable market events – both good and bad. We’re right beside you on your investing journey.