Services

Our services include:

Bond & Share Investment

Our advisers are specialists in investing in the share market, they can give general guidance or personalised advice when advising you on investing in bonds or shares. Our clients get the benefit of discussing the investment in detail and access to third party research before committing to the investment. We have access to global markets so you can invest in most of the 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.

Investment Broking Service

We will provide a transaction only trading based service, where no advice is provided and buy and sell orders are executed and settled in accordance with your instructions. There is no ongoing reporting on your investments. We can provide information and research on investments and the markets but no advice on whether the investments are appropriate for you.

Investment Broking and Reporting Service

We will provide a transaction only trading based service, where no advice is provided and buy and sell orders are executed and settled in accordance with your instructions. We will provide a quarterly valuation report to you based on the transactions made through Yovich & Co Limited and the corresponding holdings numbers (CSNs & SRNs) that you have supplied to us. We can provide information and research on investments and the
markets but no advice on whether the investments are appropriate for you.

Investment Broking and Administration Service

We will provide a transaction only trading based service, where no advice is provided and buy and sell orders are executed and settled in accordance with your instructions. All listed assets will be administered by an indpendent custodian and we will provide a quarterly valuation report to you based on the assets under administration. You will also be supplied with an Annual Income and Tax Summary based on the investments under our administration. We can provide information and research on investments and the markets but no advice on whether the products are appropriate for you.

Personalised Portfolio Management

The Personalised Portfolio Management service is our most comprehensive service. Our advice is based on the analysis that we have done on your goals and expectations, your financial position, and your tolerance to risk. We will provide personalised investment advice specific to your situation, execution and settlement of investments, provide a quarterly portfolio valuation and asset allocation report, provide an annual income and tax
summary report and your financial adviser will be available for investment reviews on request. The investments will be held in custody with an independent custodian to ensure that the assets are administered according to industry best practice.

Cash Management

Basic service to help manage your cash investments. We have good relationships with many banks to ensure that you get the best possible rates on cash on call and Term Deposits.

KiwiSaver

Limited or personalised advice on KiwiSaver.

Investment Plans

For clients who have a lump sum to invest, we can provide an in-depth and personalised plan for your investments dependent on your goals, financial position, attitude to risk and the current market.