Take Control of Your Financial Future
Investing is one of the most effective ways to grow your wealth and achieve your long-term goals. At AdviceFirst, we make investing accessible, empowering you with the knowledge and tools you need to make smart, informed decisions.
Your Journey, Your Strategy
Whether you’re new to investing or looking to optimise your existing portfolio, we’re here to help you every step of the way. We focus on:
Goal-Oriented Strategies
Investments aligned with your short and long-term objectives.
Risk Management
Balancing potential rewards with your risk tolerance.
Diverse Opportunities
Portfolios designed to maximise growth across various markets and asset classes.
Goal-Oriented Strategies
Investments aligned with your short and long-term objectives.
Risk Management
Balancing potential rewards with your risk tolerance.
Diverse Opportunities
Portfolios designed to maximise growth across various markets and asset classes.
Managed Funds
Managed funds can allow you to invest in a diversified portfolio of assets without having to manage those individual investments yourself.
Instead, a professional fund manager oversees the managed fund portfolio, making decisions on asset allocation, risk management, and market opportunities.
There are various types of managed funds in New Zealand, from conservative funds focusing on low-risk assets like bonds and cash, to growth funds with a higher proportion of shares and property. Whether you’re looking for stability or long-term growth, a managed fund can be a valuable tool in your investment strategy.
Speak to an AdviceFirst Wealth Adviser today if you’d like to know more about Managed Funds investing and whether it might be suitable for your long-term goals.
WealthView
For our clients seeking a tailored investment solution that includes access to specialised advice, WealthView offers a premium service without the premium price. Through WealthView, you can access a range of investments to suit different goals, including managed funds, index funds, bonds, shares, and cash products. Your adviser will regularly review your portfolio to reflect your changing needs and lifestyle.
WealthView also provides easy online access to view your balances, investments, statements, and other reports, along with a consolidated tax report at the end of the tax year to simplify your tax return process.
More Than Just Investing
Investing is part of a bigger picture. We also help you prepare for life’s uncertainties and opportunities with:
Digital Wills
Secure your legacy with a Digital Will. Manage your will easily and ensure your assets are distributed as you intend.
KiwiSaver
Make your KiwiSaver work harder for you. From fund selection to contribution advice, we’ll help you maximise your returns.
Digital Wills
Secure your legacy with a Digital Will. Manage your will easily and ensure your assets are distributed as you intend.
KiwiSaver
Make your KiwiSaver work harder for you. From fund selection to contribution advice, we’ll help you maximise your returns.
We want to make a difference
Let’s grow your wealth together. Contact us today to start your investment journey.