The ultimate solution to implementing an investment strategy and managing the on-going portfolio administration is Strategic Wealth Management Group’s private wealth management service which:

• Ensures portfolio alignment with the investment strategy in the face of constantly changing investment markets;
• Eliminates paperwork and record keeping for management and tax reporting purposes;
• Simplifies investor’s affairs for estate planning purposes;
• Reduces costs of administering local and offshore investments;
• Avoids estate and inheritance taxes on their overseas investments (particularly USA);
• Provides access to exclusive low cost institutional investment funds not available to retail investors;
• Includes cash accounts with wholesale interest rates in all major currencies (NZD, AUD, USD & GBP);
• Guarantees safe custody of all local and international investments through Aegis, an independent custodial company owned by ASB with ~ $5B in funds;
• Offers an on-line client portal via our website so clients can review the status of their portfolio and run various reports whenever they want;
• Offers low cost brokerage rates negotiated for the exclusive benefit of clients;
• Includes comprehensive quarterly reporting on the portfolio and transactions.

Please click here to logon to your client portal.