The Investment Store has a wealth of experience in working with financial advisers and other professional financial intermediaries in the New Zealand. This experience helps us to understand better the needs of financial advisers, large wealth businesses, asset consultants institutional investors and other fund managers.
We believe that we offer a number of quality services that provide value to financial advisers, 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 intermediaries who adopt funds and services that we deliver
- Regular e-mail updates on economic issues, financial markets and on the latest positioning, outlook and performance of the various fund managers we work with
- Regular webcasts, presentations and participation in other events which are targeted at professional financial intermediaries and institutional investors and consultants
- Delivery of and participation in a number of industry events such as the annual Responsible Investment Conference.
The Investment Store's Managing Director Matthew Mimms is a member of Financial Advice New Zealand.
How Can We Help?
If you would like to receive regular updates, or would like information on upcoming events, please e-mail us at firstname.lastname@example.org
Please note that The Investment Store is only authorised to deal with NZ resident professional financial intermediaries and institutional investors who are wholesale clients (as defined under the Financial Advisers Act 2008).