Financial Services
Bradley Nuttall is passionate about serving the financial service needs of New Zealanders, whether they require investment management, extensive planning, or financial services specific to their needs.
We offer clients independent, transparent, low-cost, and academically based investment management, with dedicated service from advisers committed to your financial well-being.
It is through the combination of the above that our clients thrive through the challenges of life, and the market.
In conjunction with these services, Bradley Nuttall works with other independent advisory firms to help them offer their clients excellent service, planning, portfolio management, and institutional pricing.
At Bradley Nuttall, we believe our financial services can change the way the New Zealand invests, one client at a time.
Please click on the table below to further investigate each of our service areas.
|
Financial
Services
|
Service Description
|
|
Investment Management
|
Investing with confidence to reach your goals
- Determine your capacity for investment risk
- Understand your financial goals
- Create an investment policy statement (IPS)
- Provide ongoing portfolio management
- Perform regular rebalancing
- Minimum fee $1,500 per annum
|
|
Financial and Strategic Planning
|
Put your financial house in order and keep it that way
- Provide full investment management services including lifetime cash flow modeling
- Understand your deepest values and most important goals
- Develop a comprehensive plan for you to lead your ideal life
- Coordinate key aspects in your financial life with other professionals including risk, tax, estate, and legal
- Hold regular meetings and reviews
- Minimum fee $7,500 per annum
|
|
Independent Adviser Services
|
Serve your clients the way you’ve always wanted
- Asset class allocation and risk modeling
- Client management services
- Institutional platform and fund pricing
- CRM and client communication
- A network of like-minded professionals
- Regular conferences, marketing, and business development support
|
|
Services
