If you are happy to make your own investment decisions, we offer a basic investment broking service, with the ability to add administration and reporting services if required.
Our clients get the benefit of discussing investment ideas in detail, and having access to third party research, before making any commitment. We have access to the New Zealand market and most international markets, including the Australian Securities Exchange, New York Stock Exchange, NASDAQ, London Stock Exchange, EURONEXT, Singapore Stock Exchange, and the Hong Kong Stock Exchange.
The Personalised Portfolio Management service is our premium, and most comprehensive service, in which our Financial Advisers provide you with personalised advice.
We develop an investment plan that is tailored to suit your financial situation, your goals, and your tolerance to risk. Your Financial Adviser provides ongoing advice and monitoring of your portfolio against your goals, via a quarterly portfolio review, and is available for investment reviews on request. We handle all of the administration of your investment portfolio via an independent custodian, and provide regular reporting, including quarterly portfolio reports and an annual income and tax summary.
In the Investment Broking service, we execute buy and sell transactions in accordance with your instructions. You select your investments and manage your own portfolio. Our Financial Advisers can provide information and research on investments and the markets, however no advice is provided on whether the investments are appropriate for your situation.
Investment Broking and Administration
We handle all of the administration of your investment portfolio via an independent custodian, and provide regular reporting, including quarterly portfolio reports and an annual income and tax summary. This provides you access to global markets, while holding your portfolio in one account.
Investment Broking and Reporting
We provide you with a quarterly valuation report based on the transactions made through Yovich & Co and the corresponding holding numbers (CSNs & SRNs) that you supply to us.
This service suits those looking to build wealth via a regular savings plan. We provide unbiased guidance and access to a provider and fund that suits you, plus ongoing administration and reporting.
Wealth
