Investment Solutions

Our investment platforms are: First NZ Discovery Portfolio Services, and Select Investor Services.

These platforms allow clients access to term deposits, managed funds, shares, bonds, and customised porfolios.

As part of our Six Step Solution you will receive: a Full Risk Analysis to determine your tolerance to risk, a personalised Investment Plan, and ongoing reviews, advice, and solutions. This information will be given to you by our AFA advisor Kathy Wright- st Clair.