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Investment Portfolio Management for individuals, couples,
companies, trusts and charitable trusts

Content image

Investment Portfolio Management for individuals, couples,
companies, trusts and charitable trusts

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Welcome to Andrew Webster Limited Investment Portfolio Management

Services feature:-

  • Truly personalised, discretionary management service offering driven by the clients financial requirements and investments objectives.
  • Your portfolio of investments is developed through objective research based investment selection and monitoring process with the assessment made at a wholesale level rather than retail which is more cost effective to you the client.
  • We offer a transparent fee based service providing full tax deductibility of portfolio management costs in most cases.
  • All brokerage and commission payments we receive from investment placements is fully rebated to clients .
  • Administration system operated by ASB Bank Limited includes the use of an independent custodial trustee. – This ensures clients funds are protected by inclusion within a stringent audit supervision process which is targeted to bank standards and meet the statutory requirements of the regulatory authority.
  • Careful attention to ensuring we fully understand your individual needs and preferences prior to developing portfolio recommendations.
  • Kiwisaver for retirement planning.
  • We provide a very personal service and visit clients at your home or other preferred location if it is difficult for you to come to the office.¬† We travel throughout New Zealand in order to ensure we maintain our understanding of your unique financial circumstances and goals as these change over time.

What do we do?

Andrew Webster Limited is best described as a privately owned professional investment advice business providing a personalised service to a select number of clients.

We specialise in:

  • Truly personalised¬†Investment Portfolio Management for private investors
  • Organisations
  • Financial coaching
  • Helping you make sensible decisions about your finances
  • Investment portfolio’s for retirees
  • Young professionals portfolio advice
  • Investment advice for businesses wishing to diversify out their concentrated risk to business cycles
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