Philosophy
How We Think
We are committed to providing clients with the best service in New Zealand and the best advice based on each individual's requirements.
The business remains one of the few truly independent Sharebroking firms in New Zealand being locally owned and operated.
As a firm we still believe in the personal approach and each client always has access to a Director or Advisor. We are committed to providing clients with the best service in New Zealand and the best advice based on each individual's requirements. We have not forgotten the small investor and are happy to execute smaller orders. Our minimum brokerage rate is $50.00, plus a $5.00 trade fee. Our services include a general newsletter several times a year, company research, portfolio watch and daily / weekly market reports, all of which are free of charge to clients. Advisors are proactive and will contact clients on individual stocks which we consider warrant specific action at the time. The latest addition to our services is our Premium Client Portfolio Management Tool - OverView.
Our fixed interest dealings include government stock, company debt and finance company debentures. Recommendations and advice on the various investments are available. Comprehensive research on New Zealand companies is undertaken and a private client report on most New Zealand and some Australian companies is available on request.
An annual booklet is also available giving details of dividends and new issues which is prepared for accountants, solicitors and other interested clients.