We Will Guide You on Your Journey of Wealth Creation
A Managed Portfolio is a professionally designed investment strategy tailored to your financial goals, circumstances, and risk profile.
Your adviser actively monitors performance and makes adjustments when needed, ensuring your portfolio stays on track. With our custodial service, we also handle the administration, from corporate actions to tax reporting, so you can focus on achieving your long-term goals
At Hamilton Hindin Greene, we understand many clients don’t have the time, resources, or expertise to manage their own investments.
Our Managed Portfolio service ensures you have the right asset allocation, access to quality companies and bonds, and proactive oversight from your adviser. You’ll be contacted promptly if changes are needed or new opportunities arise — with no call centres or paperwork to worry about.
Trustees also value this service, knowing it helps them meet their obligations under trust law.
If this sounds like you, our advisers are ready to help contact us to hear more.
In short, no — a Managed Portfolio is not the same as a KiwiSaver or managed fund. While both may hold similar assets, there are three key differences:
Personalisation — Managed funds are one-size-fits-all, but a Managed Portfolio is built around your unique goals, risk profile, and preferences.
Control — In a fund, decisions are made by a central team with no input from you. With a Managed Portfolio, your adviser guides you while you retain the final say on companies or industries included.
Flexibility — Managed funds only allow buying or selling units in the fund. A Managed Portfolio lets us act strategically, buying or selling individual securities at the right time
HHG’s Portfolio Management Service is likely to be right for you if:
The Overview Service is also suitable if:
Portfolio fees are generally fully tax-deductible. We advise that you check with your tax advisor to confirm your particular situation.
Please advise us in writing of your new address or the change in details at PO Box 10 Christchurch.
Account details requiring security checking will need to be supported by original or certified copies as proof. For example a deposit slip for bank account changes or marriage certificate for name changes. These will need to be sent to the office along with the signed request.
If in doubt please call this office on 0800 10 40 50 before making the request and we will advise what supporting documentation is required.
Please note: You will also have to contact the share registries to update your details.
“They keep us informed all the time, they give us options and they suggest things, I didn’t know anything when I first came here and Grant’s been great. He’s taught me all sorts of things and has given me all sorts of information and I thoroughly recommend them.”
