Managed Funds (Unit Trusts)

We subscribe to research that advises on over 3,000 New Zealand and Australian  managed funds which is updated electronically every week.  From this we can select the top 25% of funds. 

It is important, when selecting funds, not to select last year's winners.

Through the combined weight of our clients' funds we are able to negotiate lower fees .

One convenient and powerful way to develop a diversified portfolio is through the Private Portfolio Service Master Fund, which gives access to 15 different wholesale fund managers, portfolio monitoring, and independent analysis of the underlying fund managers.  

We have access to a wide range of funds and fund managers, between 500-600 different fund options.  In many cases we can give you entry fees below what you would get by going direct to these companies. 

Click here to request further information or to arrange an appointment to discuss your personal situation.

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