Dependable

Understanding your position and designing a solution to suit

Leading Christchurch Investment Advisers

Hamilton Hindin Greene’s Investment Advisers here in Christchurch use a disciplined process to design personalised portfolios. We begin by understanding your risk tolerance to create an Asset Allocation that aligns with your goals. Then, we carefully select stocks based on both this allocation and your risk profile.

Risk Profile

At Hamilton Hindin Greene, we recommend a comprehensive Risk Profile assessment as the foundation for tailored investment advice. This structured process helps you:

  • Understand your risk tolerance and investment preferences

  • Clarify your financial goals and current situation

  • Communicate effectively with your financial adviser in Christchurch

A clear risk profile ensures your portfolio is aligned with your needs, giving you confidence in every financial decision.

Asset Allocation

At Hamilton Hindin Greene, we create customised Asset Allocation strategies based on each client’s risk profile. This forms the foundation of your investment strategy, guiding stock selection and ensuring your portfolio is diversified to reduce risk and optimise potential returns.

Our experienced financial advisers help ensure your investments align with your goals and tolerance for market volatility. 

Stock Selection

At Hamilton Hindin Greene, our stock selection process is where we deliver significant value-added investment advice. Within each client’s diversified portfolio, we focus on identifying the right investments that align with their financial goalsrisk profile, and long-term strategy.

Our experienced Investment Committee applies deep market insight and disciplined research to ensure clients receive high-quality, personalised advice and optimal portfolio exposure

Investment Committee

The Hamilton Hindin Greene Investment Committee is composed of six experienced members, bringing diverse expertise to deliver a robust and well-informed investment service. Our committee follows a disciplined philosophy focused on long-term growth through quality, blue-chip equities and fixed interest securities that meet strict investment criteria.

Meeting quarterly, or more frequently during significant market changes, the committee reviews portfolio recommendations and explores opportunities to enhance client returns. This rigorous oversight enables Hamilton Hindin Greene and its advisers to craft tailored investment strategies aligned with your unique financial goals.

Research

At Hamilton Hindin Greene, we utilise Morningstar’s comprehensive research platform to support the majority of our investment analysis. Morningstar provides extensive data and insights across a wide range of stocks, enabling us to deliver detailed, informed advice tailored to each client’s portfolio.

In addition, our experienced advisers conduct independent research on select companies to identify opportunities that add value. We also welcome and thoroughly investigate stock ideas brought forward by clients seeking personalised investment guidance.

Frequently Asked Questions

plus small outer thick gold-iconHow do I get advice and information on companies?

All our advisers are NZX certified and available at all times to discuss your
investment requirements and queries. We also have Research Notes available on
most NZX listed companies, the ASX200 and a selection of mid-cap stocks that HHG
has selected for strong fundamental reasons. International research is sourced
from our offshore agents.

  • Find An Adviser

    Each investment adviser brings their own specialised skill set to the team at Hamilton Hindin Greene. Find an adviser to suit your needs here.

  • Become A Client

    Hamilton Hindin Greene makes becoming a client easy. Complete the online form and get started on the road to financial freedom today.

Quotes-icon
  • Murray Walker

    Adviser - Jeremy Sullivan

“At Hamilton Hindin Greene you’ve got that trust and that confidence that they are going to look after your investment the best they can.”

I would be pleased to recommend Jeremy (Sullivan) as a financial adviser to any other people in circumstances similar to ours.

Don & Jill

Christchurch

I am very happy with the service over the time I have been involved with the company. Thank you Jeremy Sullivan

Loraine C

Christchurch

Grant Davies has always addressed any of my queries and has provided advice up to and exceeding expectations.

Tony F

Christchurch

Richard is great. Very glad he takes time to come out to me. Man of goodwill.

Kaiya

Christchurch