Investment and KiwiSaver

Everyone’s time and energy is limited.  If you have to personally manage your own investments, you may find yourself struggling to keep up.  Let’s help you make investment stress-free.  With our expertise in financial planning and Managed Funds, we can help you keep your time for the things important to you – your family, career and lifestyle.

Managed Funds

How do you accumulate wealth in the way that’s flexible and hassle free? Consider Managed Funds. You may have started property investment. How do you diversify your portfolio of investment? Consider Managed Funds. Your investment is looked after by investment professionals and your investment is diversified in different assets locally and internationally.

OneAnswer Portfolio Service (OAPS) is the platform where we help you invest in Manged Funds. You can start with $10,000. You can also top up or withdraw within 3-5 working days. Depending on the amount of your funds, we may place your investment in a fund directly or a portfolio that we construct for you. The first step is to engage with us. We’ll provide quality advice based on your goals, your risk tolerance and your investment timeframe, and help you get started.

As financial brokers, we connect you with fund managers. We recommend Managed Funds based our own research and that provided by Morningstar.

KiwiSaver

KiwiSaver is a voluntary saving initiative designed for your retirement through a regular savings pattern for long term. The benefits are: your salary is deducted minimum 3% for your KiwiSaver before you spend it – saving first, the spending; you may receive contributions from your employer and government; you can withdraw it for your first home and may be eligible for the first home grant. 

We recommend the following KiwiSaver schemes offered by ANZ Investments, Fisher Funds and AMP Capital. We believe these fund managers have been bringing excellent performance to our investors and we can trust them.

Contact us today for a no-obligation consultation and discover how we can help you.

每个人的时间和精力有限,除了工作、家庭,还在投资上亲力亲为,您也许疲于奔命,那么让我们给您提供省时省力的投资吧。借着我们在理财规划和管理基金投资上的优势,可以把省下来的时间和精力花在更重要的事情上 – 家庭、事业和生活。

如何最有效地积累财富,就是功夫不多又灵活方便?考虑基金。还有,已经投资了地产,如何分散投资,即多种资产的组合?考虑基金,因为好处在于:您的投资不但由投资专家(如理财师)提供建议和投资组合,而且分散在海内外不同的资产中。如此的专业和多种组合不但是小型投资者渴求的,而且是大型投资者必不可少的。

那么如何开始?首先跟理财顾问陈惠蓉建立合作关系,然后通过投资平台OneAnswer Portfolio Service (OAPS) 进入投资。门槛很低,$10,000就可以开始。进出也很自由,3-5个工作日即可。根据您的投资额,我们或者直接帮助您投入一个多种资产基金,或者给您做个投资组合。

作为投资代理,我们在您与积极公司之间搭建桥梁。无论本地的还是海外的基金,我们都做充分的调研,并参考著名的、独立的投资调研公司Morningstar所提供的信息。

存钱养老,自愿参与,定期投入,这就是KiwiSaver。它的妙处在于先存钱、后花钱,即税前工资的3%先投入KiwiSaver,然后才消费。加上免费午餐(政府和雇主的投入),加上可以用来购买第一套自住房,还有可能得到的首次购房助款,好处多多!

我们所推荐的KiwiSaver由ANZ Investments, Fisher Funds, AMP Capital提供。他们的投资业绩没得说,值得信赖!

欢迎咨询,进一步了解我们提供的服务。