Yovich & Co. offers independent personalised advice for our clients
We offer broking services on most major markets and asset classes with (NZX, ASX, NYSE) being our primary focus.
Independent advice and research
Fixed income investments (Capital Notes, Government Bonds, and Corporate Bonds)
Investors receive interest on loans to the NZ Government or Corporations.
Tradeable on the New Zealand Debt market.
Cash Management
Access to competitive on-call accounts and Term Deposits.
Listed Property Investments
Allows investors to purchase a diversified portfolio of real estate assets. Traded as shares on exchanges.
Listed Infastructure Investments
Allows investors to purchase a diversified portfolio of infrastructure assets. Traded as shares on exchanges.
Exchange Traded Funds
Investment vehicles which trade on exchanges daily, like shares. ETF’s hold stocks, bonds, commodities, and other asset classes. They can be an attractive investment because of their low cost and tradability. ETF’s net asset value is based on the underlying stocks it represents.
PIE (Portfolio Investment Entity) Funds
Investments which are tax effective for some New Zealand investors. These investments include some Managed Funds, New Zealand Listed Property Trusts and Cash Management Accounts.
Managed Funds
A way for investors to pool their money together and have a Professional Investment Company manage a diversified portfolio in shares, bonds, etc. (International, Domestic, and PIE Unit Trusts)
Income Funds
A way for investors to receive an income stream in interest rate securities which are managed by an investment company. Works the same as a managed funds, but holds government bonds, corporate bonds, etc.
Retirement Planning
KiwiSaver is a voluntary work based savings scheme designed to help create retirement savings for NZ residents under 65.
Access to Currency exchanges
Can access and hold most major currencies in cash management accounts.
Private Client group
Monitored Portfolios, Asset and Custody Management.
