Investment Management NZ
Tailored Investment Management To Achieve Your Financial Goals
Investment management is a key component in building and preserving your financial wealth. Whether you are just starting your investment journey or looking to expand your portfolio, Earnslaw Goodlight has got you covered. We offer personalised investment management NZ services tailored to your risk tolerance, financial goals, and long-term vision.
Our dedicated investment managers bring years of experience in handling assets, portfolio diversification, and risk management strategies. By utilising our expertise in passive investment management and staying in tune with market trends, we ensure your investments are positioned for growth over time.
Call us at 0800 827 827 to book an appointment with one of our investment managers and take control of your financial future.
Discretionary Investment Management Service
Some wealth management firms offer Discretionary Investment Management Services (DIMS). When investors are presented with this term for the management of their funds, they will often wonder what it means.
In simplistic terms, it means that you are handing over the control of the investment decisions relating to your portfolio. Your investment manager can make buy and sell decisions without needing prior approval.
However, DIMS accounts can leave investors with strong feelings of a loss of control. Also, there have been instances where the investment managers actions have not fully aligned with those the investment objectives of the portfolio.
At Earnslaw Goodlight we prefer to work hand in hand with our customers and therefore do not offer DIMS accounts.
This means our actions allow us to:
- Understand your financial goals, risk tolerance, and investment objectives
- Develop an appropriate investment strategy and asset allocation based on your needs
- Make investment decisions that you know about and feel comfortable with.
Our investment advisors continuously monitors your portfolio, making necessary adjustments to ensure it stays on track with your objectives.
Our Wealth Management Process
Our process is designed to give you the utmost confidence in your financial future. Here is what our investment management process includes:
Understanding Your Investment Goals
We start by understanding your investment goals. Whether you're seeking aggressive growth or stability through wealth preservation, our approach tailors your portfolio to fit your unique risk tolerance and financial aspirations.
Creating a Diversified Portfolio
While we all enjoy upside performance, when we see reductions in the value of our portfolio, it can be hard to be part of. Protection against what is called downside risk can be achieved by having diversity in your investments. By combining various asset classes, our advisors develop a portfolio that maximises returns while minimising potential risks. Your investment is spread across strategies that best meet your objectives, including managed funds, stocks, and bonds.
Ongoing Portfolio Management
Our proactive approach includes continuous monitoring and rebalancing of your investment portfolio. We keep you updated with regular performance reviews and market analysis, ensuring you are well-equipped to make informed decisions.
Active Vs. Passive Investment Management: What to Choose?
When it comes to choosing the right investment management approach, there are two main options: passive or active.
Passive investment management takes a hands-off approach by tracking a selected index or market. Terms such as Index Funds and ETF’s are common in this area. They typically offer lower fees and returns in-line with the market.
However, on a daily basis, we prefer Active investment management which involves actively buying and selling investments in an attempt to generate higher market returns.
At Earnslaw Goodlight, where is makes sense to do so, we are happy to use a combination of both strategies to yield the best results. However, your investment goals and risk tolerance will determine the most suitable approach. Investment managers can provide guidance and make recommendations depending on your goals.
Why Choose Us for Investment Management in New Zealand?
At Earnslaw Goodlight, we pride ourselves on being a leading investment management firm in New Zealand. Here are some reasons why you can trust us with your investments:
- Build Personal Relationships With Clients: We prioritise building a strong and personal relationship with our clients. This allows us to understand your unique needs better and provide tailored investment solutions.
- Research-based Strategies: Our investment management approach is driven by extensive research, market insights, and expertise in asset allocation. We strive to maximise returns while minimising risk.
- Transparent Process: At Earnslaw Goodlight, transparency is at the core of our values. We keep our clients informed with regular performance updates and provide a clear breakdown of the fees.
