Plan for your future.

Whatever stage of life you are in, it is important to develop a financial plan. Our investment process will help you uncover how you can start investing for your future, and enjoying your future.

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Invest for your future.

We work with you to develop a plan that aligns with your goals, from saving for retirement to generating a passive income.

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Enjoy your future.

We take pride in assisting our clients to become financially secure, and we take joy in seeing the freedom that affords our clients. That is our ‘why’. The ‘how’ comes from developing and implementing your investment plan.

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I want to.

Enjoy my retirement

Your goal may be to grow your wealth, or provide a regular income, or both.

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Enjoy my retirement

You may consider our Personalised Portfolio Management service.

Our Financial Advisers can work with you to implement an investment strategy to suit your individual goals.

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Generate a passive income

Investing in a diversified portfolio of shares and bonds can provide you with a passive income.

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Generate a passive income

You may consider our Personalised Portfolio Management service, or our Investment Broking service.

Our Financial Advisers can help you with what investments will best suit your goal of generating a passive income.

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Invest in shares

We can act as broker to buy and sell shares directly.

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Invest in shares

You may consider our Investment Broking service.

The difference between investing in shares via an online platform, and using Yovich & Co as broker, is that we can purchase shares directly, and our Financial Advisers can provide guidance and up to date investment information.

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Gain investment insights

You may be looking for assistance in picking shares, and also looking for general insights into the market.

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Gain investment insights

Our Financial Advisers are share market specialists, and can provide their preferred investments. We also provide regular market commentary on our Investment Insights section.

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Simplify my investments

You may have an existing investment portfolio, and want to simplify the administration or reporting.

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Simplify my investments

You may consider our Investment Broking and Administration service, or our Investment Broking and Reporting service.

These services enable you to buy and sell shares and bonds, but save the time and hassle in the administration and reporting of your portfolio.

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Save for my retirement/Invest in KiwiSaver

You are looking to start a regular savings plan to build for your future.

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Save for my retirement/Invest in KiwiSaver

You may consider our Managed Fund service, or our KiwiSaver service, or both.

As Yovich & Co is not a KiwiSaver provider, our Financial Advisers can provide you with unbiased guidance on a provider and fund that suits you.

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Jarrod Goodall
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Nathanael McDonald
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Rajat Vats
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Daniel Butzbach
Yovich Next Arrow
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18-11-2024

Weekly Market Update and Spotlight on Xero Limited - Driving SME Success with Digital Accounting Tools

Xero Limited, a leading global cloud-based accounting software provider, has transformed the way small and medium-sized enterprises (SMEs) manage their finances. Founded in 2006 in New Zealand, Xero has rapidly expanded its presence across multiple markets, including Australia, the United Kingdom, North America, and Asia. The company leverages cloud technology to offer a comprehensive suite of accounting solutions that include invoicing, payroll, expense management, and bank reconciliation. 
11-11-2024

Weekly Market Update and Spotlight on Global Markets Amid Potential US Economic Policy Shifts

The recent U.S. presidential election, resulting in Donald Trump's return to the White House, has significantly influenced global financial markets. Investors are responding to anticipated policy shifts, leading to notable movements across various asset classes.
04-11-2024

Weekly Market Update and Spotlight on EBOS Group Limited: Dominating Healthcare and Animal Care in Australasia

In the latest market update, global indices showed mixed performance amid economic uncertainties. The NZX 50 dropped by 1.66%, reflecting concerns around New Zealand's growth prospects, while Australia’s All Ordinaries declined by 1.04%, impacted by inflationary pressures on consumer spending. U.S. markets saw slight declines, with the Dow down 0.15% and the NASDAQ dropping 1.5% due to rising bond yields affecting tech stocks.
29-10-2024

Weekly Market Update and Spotlight on Skellerup Holdings Limited: An Industrial Leader with Global Reach

Skellerup Holdings Limited, a prominent player in engineered industrial and agricultural products, continues to demonstrate robust growth and resilience.
21-10-2024

Weekly Market Update and Spotlight on Mid-Cap Stocks as a Smart Play in Market Downturns and Recoveries

Mid-cap stocks offer a unique balance between growth potential and stability, making them an attractive option during both market downturns and recoveries. Their agility and room for expansion allow them to recover faster than large caps while being more resilient than small caps in volatile markets.
14-10-2024

Weekly Market Update and Spotlight on US Election 2024 – How Policy Shifts Could Reshape Key Sectors and Stocks

This week's market update highlights key movements across global indices, with a focus on the US Election 2024 – How Policy Shifts Could Reshape Key Sectors and Stocks
07-10-2024

Weekly Market Update and Spotlight on New Zealand Bond Market Shifts: Navigating the Impact of Falling Interest Rates

This week's market update highlights key movements across global indices, with a focus on New Zealand Bond Market Shifts: Navigating the Impact of Falling Interest Rates
30-09-2024

Weekly Market Update and Spotlight on Heartland Bank - A Potential Buying Opportunity Amidst Innovation and Growth

This week's market update highlights key movements across global indices, with a focus on Heartland Group Holdings - our preferred investment for exposure to the Banking Sector. Explore the latest investment insights.
23-09-2024

Weekly Market Update: A Comparative Look At New Zealand & Australia's Leading Banks

This week's market update highlights key movements across global indices, with a focus on the New Zealand & Australian Banking Sector - A comparative look at each Country's leading banks. Explore the latest investment insights.
16-09-2024

Weekly Market Update: Goodman Property's Australian Exposure & Auckland Airport's $1.4B Capital Raise

This week's market update highlights key movements across global indices, with a focus on Goodman Property Group's potential growth opportunities and Auckland International Airport’s $1.4 billion capital raise to fund its major infrastructure expansion. Explore the latest investment insights.

"Our Financial Advisers bring extensive experience in navigating multiple business cycles and specialise in delivering unbiased advice to our clients."

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"We offer both personalised advice with portfolio management and ongoing analysis and a basic investment broking service for clients that are happy to make their own investment decisions."

Yovich Shape

"Our central location in the CBD of Whangarei makes it easy for new or existing clients to pop in to discuss our latest investment ideas and the services that best suit them."

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"Our KiwiSaver advice is free and we want to ensure that your investment is right for you. It’s important that your investments are performing as best they can and are as cost-effective as possible"

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