Now that your investment portfolio is well underway, you might be thinking of diversifying, consolidating or fine tuning your investment strategy.
It’s likely that the market’s changed since you originally developed your strategy. The way investments are taxed may also have changed, new legislation might have been introduced or new products launched. Either way, it’s a good idea to review your portfolio to make sure it’s working as well as it can for you.
Our Wealth Advisers can help you make the right decision. They’ll take the time to get to know your goals and your approach to risk and return, then make recommendations on the mix of investments that are right for you and your future.
A disclosure statement required under the Financial Advisers Act 2008 is available, free of charge, from your Kiwibank Wealth Adviser or on request by calling 0800 529 325.
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