EQUITY has significant and diverse resources to provide an extensive range of services including; investment portfolio design, independent research, custodial services, and access to a large range of investment products along with a committed team of Investment Advisers.

• Experienced investment management since 1984
• Publisher of New Zealand Investor magazine since 1994
• Licensed sharebroking services
• Traditional provider of a wide range of investment products
• Independent research
• Qualified professionals

At EQUITY our experience has lead us to understand that the creation, management and most importantly the maintenance of investors’ wealth in today’s volatile markets brings with it significant challenges.

There exists for the investor a wide array of products and services, both in New Zealand and offshore, all designed with differing risk and return objectives. By using expertise and knowledge, our team is on hand to assist you in matching the appropriate investment to your needs.

EQUITYplus Private Client Service

Our premium service offers comprehensive portfolio design with administration, reporting and monitoring. While all aspects of the portfolio are managed, you retain full control of investment decisions in consultation with your dedicated Private Client Adviser.

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• Investment advice tailored to your situation
• An unrestricted range of investment products
• Objective and impartial advice
• Simple and transparent fees
• Investment commissions rebated
• Superior management and administration
• Regular reviews and reports
• Independent and internal research

In partnership with your dedicated Private Client Adviser we will ensure that you play a key role in the management of your finances.

Our EQUITYplus Private Client Service team is well positioned to present a comprehensive service to high net-worth personal clients.

There is no minimum portfolio size as individual requirements are always taken into consideration. However, for administrative reasons, portfolio values in excess of $250,000 are generally considered suitable for this particular service.

As a successful investor you require a personalised investment service that will evolve with your changing financial requirements and aspirations.

We know that good wealth management is about partnership. Our aim is simple; to help you achieve your financial and lifestyle goals.

General questions and concerns

Is the paperwork involved in managing your investments too consuming?

• Have you contemplated simplifying your investments to avoid the paperwork but are concerned about what additional risks you may create?
• Are you concerned that your partner may find managing your investments difficult if you’re not there?
• Will your investments generate the returns that you need?
• Have you worried about company failures?
• Are you confident that you have up-to-date information on the performance of all your investments – especially the poor performers?
• Are you concerned that inflation is eating away at your capital and your funds may run out before you do?
• Can you get access to new investment issues when you need to?

These are just some of the recurring themes we hear from many of our clients and are addressed with our Private Client Service.

Phase One

Comprehensive Client Profile
Risk Return Evaluation
Investment Plan Development

A comprehensive written investment plan tailored to your individual needs and circumstances
Advice that is appropriate for your growth and income requirements
Products selected to best meet your individual investment strategy and supported by independent research
Preferential access to new issues
Access to wholesale managed funds
Direct share portfolio recommendations

Phase Two

Implementation of Investment Plan
Portfolio Management Service

Agreement of investment plan
Guidance through implementation
Full portfolio management and administration
Rebate of product commissions
Simple fee structure
Quarterly investment performance reports
Preferred adviser contact

Phase Three

Personal Review and Reports

The primary purpose of an annual review is to verify that your initial investment plan is continuing to meet your needs and to make adjustments where necessary.

Quarterly investment performance reports
Comprehensive annual review
Annual tax report
Confirm investment strategy
Rebalance your investment portfolio

In Summary

Working in partnership with EQUITYplus Private Client Service you will enjoy the benefits of:

Objective and Impartial Advice
Investment Expertise
Client Focused Service
Value for Money
Quality Products
Peace of Mind

For more information on Equityplus Private Client Service click here to contact us .

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