Four reasons to choose Bradley Nuttall

Outstanding Service

Bradley Nuttall will put your financial house in order (and keep it that way) so you can relax knowing you are protected and on the road to reaching your goals. Your portfolios are rebalanced as required, so there’s no need to watch the markets and fret about ups and downs.

Is your financial house in order? When is the last time you reviewed your insurance, your trust documents, your investments and your retirement goals? Are you on track for retirement? How long will your savings last? Each client is provided with a portfolio suited to their cash flow needs, risk-tolerance and goals, via a comprehensive investment policy statement. With Bradley Nuttall you can relax knowing you’re on the path to reach the goals you hold most dear.

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Clarity

What are you invested in and why? What sort of returns should you expect in good and bad markets? Does your investment allocation align with your goals and taste for volatility? These are questions that every investor should be able to answer. Many are uncertain what they’re invested in, what the potential is for return in the long term and what the potential is for loss in the short term. Bradley Nuttall provides its clients with complete transparency. Our portfolios’ returns and risks are clearly described and our fees are disclosed upfront. We provide clear data for you to make informed decisions and keep you abreast of developments in easy to understand, regular reports.

Bradley Nuttall’s unique methodologies give superior return for risk because our portfolios are aligned with proven, academic and Nobel Prize-winning financial science and asset-allocation, not based on speculation.

Annualized Return

Confidence

 We are among New Zealand’s largest independently owned financial advisory firms.

Bradley Nuttall is a non-conflicted advisor that works solely on behalf of our clients. You can be confident that our recommendations are based on your best interests because we do not represent any investment products nor accept any commission from investment products. We only recommend investments that we believe will best benefit our clients.

Our wealth solution is comprehensive and is on-going, to ensure that our advice is always focused on your unique goals, dreams and aspirations.

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Lower fees

Bradley Nuttall has access to institutional class investments that have lower management fees, so you’ll gain incremental compound growth with less of your capital being eroded by fees.

Our portfolios are low cost - often among the lowest cost 10% of available funds. You may ask, "Why wouldn't everyone use these lower cost investments?"

The investment vehicles we use are not available to the average retail investor. Most investments you hear of are "sold" as products by captive salespeople working for banks, brokerage firms, insurance companies and fund companies. Naturally, such salespeople advise you to buy what their managers tell them to sell. Further, their compensation is tied to the product; thus, the more expensive the product they sell, the bigger their commission... Hence, a conflict of interest. As a fee-based advisor, Bradley Nuttall only recommends assets we believe are in your best interest.

This is because we are not employed by a bank, a fund-company or an insurance company to sell their products. We accept no payment or commission from any investment we use.

Investment Management Expenses

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Head Office: 95 Oxford Terrace Level 1, Christchurch 8011, PO Box 1378, Christchurch 8140, P: +64 3 364 9119, F: +64 3 364 9147, New Zealand | sitemap