Advisers

The Investment Store has a wealth of experience in working with financial advisers and other professionals in the New Zealand advisory and funds management industry. This experience helps us to understand better the needs of financial advisers, large wealth businesses, asset consultants and other fund managers.

We believe that we offer a number of quality services and attributes that will ultimately create value, in particular:

• Access to high quality and innovative investment solutions from boutique and specialist investment companies from New Zealand and overseas.
• A focus on creating a quality service and value-add experience to advisers and clients who adopt funds and services that we deliver. This will include:
  
  • Regular contact with key users
  • Regular provision of relevant information about the industry, funds and investment markets

There are a number of new initiatives planned that will enhance our service offering to the advice and funds management industry in New Zealand. Further details will be available in due course.