Free Portfolio Review

Would you like a professional review of your portfolio?

A professional review will help you determine if your portfolio is on track. The review is personal and professional. An approved Bradley Nuttall adviser will be in contact with you to provide their commentary. 

 
 
 
 
 
 
 
How long until you plan to withdraw funds from your portfolio?
 
 
When you begin to withdraw from your portfolio, will you take a set percentage or a certain amount per year?
 


 
What amount (in today’s dollars) would you like to take per year?
 
 
What percentage will you take each year?
 
 
 
What is your total FUM (Funds Under Management)?
 
 
We need to estimate your tolerance for loss. The greater loss you can tolerate, the greater potential returns you can achieve.
 
In a 12-month time period starting today, how much would you be willing to lose in your portfolio before you’d be inclined to sell some or all of the underlying investment?
 
 
Please tell us your current mix of assets (cash, fixed interest, shares)
 
Amount of cash %
 
 
Amount of fixed interest %
 
 
Amount of shares %
 
 
Amount you can save a year until you withdraw $
 
 
 
Info about your portfolio and your ability to save
 
 
 
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Privacy Act 1993
The information you are providing will be used to review your portfolio and provide you with an appraisal. We may also use this information to market our services to you. The information you provide will be kept confidential and protected and will not be disclosed to a third party except where required by law. You may access and have corrected any of the information we hold about you.

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A professional review will help you determine if your portfolio is on track. The review is personal and professional.

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Make a time to meet and we will talk you through the ways in which you can work with us.

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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