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      Treating Clients Fairly

     What our clients say about us ..
"I like New Zealand Financial Planning because I know I am getting the best advice. I do not need to worry about my investments or spend lots of time deciding what I will do." - Victor MacGill
"I have always felt like a friend rather than a client." - Bruce Milne
"New Zealand Financial Planning always makes itself available to respond to my financial needs whether they are large or small. I appreciate the quick and thorough response written in a language that is so clearly explained and easy to understand." - Maree Hamilton-Chisholm
"We would recommend NZ Financial Planning to others because we know they are a company of great integrity who care about their clients." - G Hyde
"Every now and then I have an issue to discuss and NZFP have always been available, approachable and given great advice." - Victor MacGill
"I like that nothing is too much trouble for NZFP when I have questions or if I’m not too sure of any ongoing conditions in the financial world." - Joyce Shield
"I would recommend NZ Financial Planning to others because they can be trusted and my experience with them give me confidence in their processes for investment. " - Hon Margaret Austin
"We would recommend NZ Financial Planning to others primarily because of their professionalism over the years and their wisdom in not getting associated with finance companies. A good recommendation." - A G Robertson

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Our Investment Philosophy

When it comes down to developing an investment strategy you have two broad choices. The first is based on trying to predict when investments are going to move up or down and the second is based on the view that it is impossible to consistently and accurately predict these moves.

We have always adopted a prudent and disciplined investment strategy with a strong focus on quality rather than speculation, and therefore our advice and strategies are designed to ride through all market cycles, the good and the bad, and remain intact over the lifetime of our clients.

Our investment philosophy is based upon high calibre research performed completely independently of banks, insurance companies and finance houses. We also have our own in-house investment committee to analyse and act on the information we receive to ensure it is consistent with your needs.

We believe you make money by not losing it.  Our investment process is anchored by a number of core beliefs about investment markets, in particular:

Time - Financial market returns are unpredictable in the short term, but more reliable over longer periods. Good investments need time, so discipline - not emotion - must drive investment decisions.

Diversification - Returns associated with any single investment are highly uncertain, but are generally more predictable across a wider range of assets. Consequently, we favour investments in broadly diversified portfolios to ensure that you capture the long-term wealth creation potential of investment markets.

Fundamental value and quality - Market prices can often stray significantly from their fundamental value. Because of this, we design portfolios that can be orientated toward investments that exhibit potential real value. Our focus is on maintaining well-researched portfolios of high quality assets. To ensure our approach is adhered to, we employ top researchers and investment managers.