Hello and Welcome!
Who we are at InvestaCare
We're investment advisers and
financial planners, who focus on personal investment,
money management, investor care, and portfolio administration
financial services.
InvestaCare® will
appeal to investors who have a minimum of $50 000
to invest, or who want to do some significant savings
up to $50 000. We help our clients achieve their
goals through wealth creation and wealth preservation.
We aspire to provide clients
with independent, quality world class exclusive
services.
What is important about money
to you?
We can provide solutions and
recommendations personally based on your goals and
financial objectives. Contact
us now for appointments or further information,
and find out out how we can add value to your lump-sum
investing and savings strategies.
Are all your financial ducks
in a row?
Without professional advice
you run the risk of losing your most precious asset.
To ensure you reach your financial goals
talk to us now! It's time
to start becoming organised.
|
Services We Provide
We specialise in providing
the following services:
> Appointments,
discussions.
Reward / risk profiling.
> Investment planning with personalised recommendations.
Performance emphasis, managed growth portfolio
options. Sums over $50k, with tax efficiency.
Also specialist in extra large portfolios.
> Savings, superannuation plans up to $50k level.
Super DIY.
> Charities, with tax exempt portfolios.
> Enhanced Income fund.(Gross 8.0 - 8.5%pa.)
Higher, than bank term deposits, with imputation
credits.
> Income generating portfolios.
We also provide assistance with the following:
> Bond watch ratings service for financial
funds.
> Debt reduction,debt & stress free prosperity
goals
> Estate planning.
> Home equity release info
> Home loan finance, sourcing.
> Investing online, when feasible & practical.
> Insurances: income, life, health. planning.
> Lifestyle advice, retirement, planning..
> Kiwi Saver scheme.
|
