Investment and KiwiSaver

Everyone’s time and energy is limited. If you had to personally manage your own investments, you may find yourself struggling to keep up. Let us help you make investment stress-free. We provide you with investment advice, help build your investment portfolio, and manage your investments as they grow.
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 easy and flexible?  Investing in Managed Funds is a straightforward and simple way. The starting threshold is $10,000. And any investment can be invested and withdrawn within a week.

You can choose to invest in a series of Managed Funds offered by Fund Managers locally and internationally.  Your investment is diversified in the assets spreading in different industries and areas, so your eggs are not in one basket. 

Seek a trustworthy advisor who puts your interests first. We can put together a tailor-made investment plan for you. We help you discover your risk tolerance and capacity, and choose the appropriate funds for you.

KiwiSaver

KiwiSaver is a voluntary saving initiative designed for your retirement through a regular savings pattern for long term. Overtime your savings will grow to potentially a sizeable wealth for your retirement.

The convenience of KiwiSaver is that your salary is deducted minimum 3% for your KiwiSaver before you spend it – saving first, the spending. You also 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 will share the basics of KiwiSaver and provide investment advice. When we look after your investment, we provide annual reviews to ensure your investment still suits your current situation and goals. 

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,每一样投资都亲力亲为,恐怕难以做到。于是基金投资成了人们的宠儿。这是因为投资组合和投资建议均由专家操作,您尽可放心地交给他们,把时间和精力放在自己的事业发展和家庭生活上。

管理基金

基金投资的可操作性非常强,门槛低,一般$10,000就可以开始。也非常灵活,随时进出,一周内完成。分散性强,即您的钱投资在不同行业和地区,国内外。

您需要一份量身定做的投资计划,首先找一位正直、为您着想的理财师,说明自己的想法和目的,请求指导。其次了解自己的风险承受能力,弄清楚合适的基金。最后通过投资平台,投资本地的和国际上的基金。

KiwiSaver

存钱养老,自愿参与,定期投入,这就是KiwiSaver。长期投资,您的KiwiSaver可能 变成一大笔养老本钱。

KiwiSaver的妙处在于先存钱、后花钱,即税前工资的3%先投入KiwiSaver,然后才消费剩下的钱。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,再可能得到的首次购房助款,好处多多!

您需要一位做事认真的理财师,首先科普一下,了解KiwiSaver是什么?如何参与?其次了解自己的风险承受能力和合适的基金,然后接受理财师的投资建议,并填表;最后配合理财师做年审,确保您的投资合理和优化。

欢迎咨询,进一步了解我们提供的服务。