Our clients receive investment advice by specialists over the full spectrum of investment products and services. The universe of investments which we offer and independently research is not constrained by quotas or requirements by investment issuers or our parent company.

EQUITY's core areas of expertise encompass advice on the sale and purchase of shares, bonds, managed funds, finance company debentures and other fixed interest and investment products including research.

Our premium services include comprehensive portfolio design and planning, administration, monitoring and portfolio reviews.

EQUITY Direct
Transaction Services Only

This is for do-it-yourself (DIY) investors who wish to transact independently of any advice. They feel confident researching, selecting and administering investment products themselves and would like to use EQUITY on a transaction only basis. They are eligible to receive the Investor Weekly email report. A complimentary New Zealand Investor magazine subscription may also be available.

EQUITY Classic
Investors comfortable with managing most aspects of their investment portfolio themselves including administration but who nevertheless require information and advice on investment products should use this service. It includes research and opinions about investment specific risk and return. These clients can receive an annual portfolio statement and market information upon request. They are eligible to receive the Investor Weekly email report. A complimentary New Zealand Investor magazine subscription may also be available.

EQUITY Portfolio Design
Investors requiring a comprehensive investment portfolio designed specifically to meet their overall return and risk preferences should use this service. This includes asset allocation based on researched and accepted portfolio design principles and investment selection based on thorough research and evaluation by EQUITY and external researchers.

Once the plan is established, clients are responsible for all of the administration aspects of their portfolio including dividend / distribution notices, corporate activity, product changes and other paperwork and reconciling income for tax purposes.

The service includes an annual consultation with you adviser, written asset allocation and investment review and recommendations. Clients electing this service are eligible to receive the Investor Weekly email report and a complimentary New Zealand Investor magazine subscription while using these services and provided all their portfolio business is conducted through EQUITY.

EQUITYplus - Private Client Service
This is the premium service from EQUITY and includes comprehensive portfolio design with administration, reporting and monitoring. While all other aspects of the portfolio are managed, clients retain full control and authority over changes and transactions but in consultation with an adviser dedicated to their business.

Initial portfolio design process is the same as for the preceding service but all portfolio investments are held by an independent custodian. Initial and ongoing service includes asset allocation based on researched and accepted portfolio design principles and investment selection based on thorough research and evaluation by EQUITY and external researchers. Access to wholesale managed investments when appropriate is another feature.

Using the EQUITYplus investment management platform, clients receive reports on demand and complete administration including consolidated income and tax credit compliant reports. Reviews are conducted at least annually and may be more frequent depending on the nature of the portfolio. This is possible because all investment activity is channeled though an independent and professional custodian. Income can be distributed from the portfolio at the level and frequency desired by the client.

EQUITYplus private clients also receive notification and advice for economic and market events which may affect their portfolio.

EQUITYplus private clients are sent the Investor Weekly email report and are automatically entitled to a complimentary New Zealand Investor magazine subscription. (No other criteria required).

Read more about EQUITYplus - Private Client Service here.