What are your costs?

We'd like to explain our total financial-care package with you in person. Potential Investment clients need to examine overall delivery cost, rather than fees only. Remember, compounding annualized savings significantly benefits you over the longer term.

Does Bradley Nuttall receive any compensation other than from fees?

No, we are strictly fee-for-service only! We don't accept promotions, trips, bonuses, or over-rides from any source. All of our remuneration is fully disclosed & transparent. Any benefits we secure through our scale of operation are passed directly onto clients

What is the minimum account size?

We specialize in long-term investment accounts exceeding NZ$300,000. There are exceptions, of-course, and we'll talk those through!

How do you communicate with clients?

Good, regular communications are crucial to our international client-base. We email, telephone, distribute a quarterly client newsletter, and send out detailed reporting on every account each quarter. We are physically able to meet with our local clients regularly to assess account performance, estate planning and risk management. We're readily accessible by phone during normal business hours, and respond quickly to new emails or faxes.

Does Bradley Nuttall hold my money?

No. Bradley Nuttall has out-sourced this to Investment Custodial Services Ltd, which is a wholly owned subsidiary of  ASB Group Life Limited, a member of the International Commonwealth Bank of Australia Group. Investment Custodial Services Ltd is an independent legal entity that holds investments as a 'bare trustee' for each client. The custodian can pool investors' funds to achieve substantial buying benefits they would not otherwise enjoy if investing individually. Clients do receive these!