What we do
A Well Kept Secret
What do we do? - What makes us different?
Two very good questions we get asked almost every day of the week. Some clients have said we are a well kept secret which in some ways is a back handed compliment. However, no business should be kept a secret so let's answer these two questions in a "down to earth" manner.
What do we do?
- look after your hard earned savings and help you achieve your financial objectives;
- buy and sell shares on your behalf;
- buy and sell fixed interest securities on your behalf
- ensure your Estate is planned in a way that meets all your requirements in the future, no matter what the circumstances;
- advise on KiwiSaver
- advise on insurances designed to protect you in the event of ill health, accident or death;
- advise on insurances that protect you from the expected and unexpected consequences of running a business;
- advise on mortgage products for purchase or refinancing;,
In short, if you need financial, investment or insurance advice then we can help.
What makes us different?
Every business likes to think they are different, but the reality is usually very different However, within the Investment Research Group we believe we are different for the following reasons:
- we welcome all clients no matter what their financial circumstances. You don't have to be rich, you don't have to earn a huge salary. All you need to be is serious about your financial future;
- we will not confuse you with jargon. We talk in a simple "down to earth" manner that is simple to understand and that clients appreciate.
Give us a call if you answer yes to any of the following questions:
do you think you are paying too much for your insurance?- do you need to raise some additional finance?
- do you need to buy/sell some shares?
- do you need your investment portfolio reviewing?
- does your Estate Planning need a review?
- would you like to set up a KiwiSaver plan?
- do you know what you need to save to enjoy your retirement?
- is your standard of living deteriorating?
- would your business suffer if you weren't there?
- do you need to better structure your finances?