Client Login

To view your investment portfolio on-line click on the web portal name below and enter your user id and password.

These are secure web sites, your password and username are 128 bit encrypted for your security.

It is very important that if you do look at your investments regularly that you remember:

  • share markets go up and down on a daily basis, don't get caught up in the short term noise.
  • what your investment time horizon is.
  • your investment risk and return profile
Investing is like growing trees - you do not keep pulling them out of the ground to check their roots.

Warren Buffet once said in an interview on CNN.
"I know over time the market is going to go up, but in terms of what's going to happen in a day or week or month I never felt that I knew. I've never felt like I needed to". 

In the long run its time in the markets not timing the markets that counts.

Synergy Portfolio
Consilium Platform
Booster Kiwisaver
OneAnswer Platform