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Our Investment Broking service is designed for investors who want to make their own investment decisions, with access to execution support, market information and investment research.
You decide what to buy and sell. We execute the trades and settle the transactions in accordance with your instructions.
This is an execution service. You select your investments and manage your own portfolio. Our Financial Advisers can provide information and research on investments and the markets, however we do not provide advice on whether the investments are appropriate for your personal situation.
Staying informed matters when you are making your own investment decisions.
We provide access to market commentary, investment research and company insights to help you better understand market conditions, opportunities and risks.
Our analysis includes both fundamental and technical methodologies, supporting you with timely information as you consider your investment decisions.
Through our Investment Broking service, you can access a range of investment opportunities across local and global markets.
This may include shares, bonds, listed investments and other market opportunities available through our broking service.
Our team can provide commentary and research on key equity and bond issuers, helping you stay across relevant developments and understand the information available before placing a trade.
We can also provide market forecasts and updates, giving you a clearer view of what is happening across investment markets.
Investment Broking may suit you if you:
Under our Investment Broking service, you remain responsible for deciding whether to buy, sell or hold an investment.
Our Financial Advisers can provide information and research on investments and markets, but we do not provide personalised advice on whether an investment is appropriate for your circumstances, goals or risk profile.
If you would like personalised advice, risk profiling, a tailored investment plan and ongoing monitoring, our Personalised Portfolio Management service may be more suitable.
Do I get advice on what to buy?
No. Sharebroking is execution-only. We can share research and information so you can make informed decisions, but we do not advise on whether an investment is appropriate for your situation. For personalised advice, our Portfolio Management service is the right fit.
What's the difference between Administration and Reporting?
Administration means we hold your investments through our independent custodian and handle all the back-office work. Reporting means you keep your existing CSN/SRN holdings yourself, and we report on the transactions you place through us.
Which markets can I trade?
NZX, ASX, NYSE, NASDAQ, LSE, EURONEXT, SGX, and HKEX. New Zealand, Australia, the United States, the United Kingdom, Europe, and Asia.
How do I open a sharebroking account?
Use the Apply Now button to start the online application. It takes a few minutes. We'll be in touch once we've received it.
Can I switch from Sharebroking to Portfolio Management later?
Yes. Many clients start with sharebroking and move to a managed service as their portfolio or circumstances grow. Just talk to us when you're ready.