Lump Sum

How do you choose the most appropriate investment strategy?

We will discuss with you the investment options available, their risks and potential returns, assisting you choose those most suited to your needs and helping you to develop and manage an appropriate portfolio.

MoneyCoach chooses:

OneAnswer Select Management
www.sovereign.co.nz

Why

Your MoneyCoach adviser can analyse your risk profile and assist in choosing funds that suit that profile. The reason we use One Answer and Select Investor service is that they have teams of researchers dealing with the funds and analysing how they are performing and their potential.

Recent times

Over recent months the finance company area has become very volatile. MoneyCoach is very pleased with the position it has taken over the past two years.

Our result

Well, we’d like to say 100% perfect. Not quite, but almost. We had one client with $5000 in Bridgecorp on a 2 year term due to mature 2 days after its collapse.
However our record is excellent and our advice has been very reliable.

Feel right at home with MoneyCoach

With MoneyCoach advising you, you can be sure there are no secrets or hidden agendas. Our aim is to grow your wealth. By that we are judged and by that you can feel right at home at MoneyCoach.


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Investment Properties

Many people enter into property investment without a specific plan or how to effectively manage their portfolio, whether it is just a single investment property or many. This is partly due to the misconception that it is relatively easy. However there is more to property investment if you want to make it really work for you:

  • Affordability analysis
  • Choosing the property
  • Arranging mortgages
  • Arranging Insurances
  • Other professionals
  • Property management

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Talk with us and let us
help you start and grow
your property portfolio.

Simple Steps