Investment Solutions

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

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

As part of our Four 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.

Kathy Wright-St. Clair is an Authorised Representative of Professional Investment Services

 A Disclosure Statement is available on request, at no cost.