adviser.co.nz

Servicing the needs of over 6000 customers since 1970

Our products and services

Life and Critical illness insurance:

If you are aged 16 - 55 and wish to get an online quote for Life or Critical Illness Insurance go to our associate site at www.nzlife.co.nz


Funeral Insurance:

If you need a simple funeral plan, with a level premium and no health exams -  www.goldenlife.co.nz


Medical Insurance:

Pay less for medical insurance.

100% cover up to $250,000 per annum - no limits.  If you want an instant Medical Insurance quote - www.nzmedical.co.nz


KiwiSaver and retirement planning:

If you need information about KiwiSaver, retirement planning, or budget changes.  Information is available for employers, employees and individuals. 

www.retire.co.nz


For other advice:

For general advice about how we can help you with insurance , investment and mortgage products.  Then this site is right for you.


Managed funds

Investment in company shares has historically proven to be a most rewarding form of investment over a medium to longer term.

An individual can invest directly in shares, via share brokers. Individuals need to research each purchase very carefully and be actively monitoring each company to prevent losses. While active full service brokers can improve your chances of positive returns, small shareholders miss out when major deals occur. Larger shareholders will always control the game.

The majority of investment in the share market comes from financial institutions via Managed Funds. These investments are managed actively or passively by fund managers who design and manage a variety of funds with specific risk profiles and objectives. These fund managers are the major players that listed companies must perform for if they are to attract investment.

The local share market is very small compared to the rest of the world. (See the World Sharemarket Capitalisation Chart). Managed Funds enable an investor to invest via a fund manager in any country in the world.