Financial Services

 

ASB

ASB is a FINZ Sponsor. ASB has a proud tradition of supporting the not for profit sector. They want to continue to build relationships that will benefit New Zealand communities. ASB has a range of tools together with teams of experts ready to work with FINZ Members to achieve this. Contact James Brown on 021 982 247 to discuss how ASB can help you support your worthy ambitions.

 

BDO

BDO is a FINZ Sponsor. BDO supports charities and community groups with their financial, accounting and tax requirements. BDO has accountants and advisers with world-class expertise, partner accessibility and a friendly local service for accountancy, audit, tax and advisory services across 15 offices in New Zealand. Contact Justin Martin on 04 471 445 to discuss your requirements. 

 

Harbour Asset Management

Harbour is a FINZ Sponsor. Harbour offers retail investors a range of NZ unit trust Portfolio Investment Entities (PIEs) either through an Authorised Financial Advisor or RaboDirect. Visit www.harbourasset.co.nz for more details or discuss with your financial advisor.

 

Trustees Executors Private Wealth
Expert investment advice for your Charity.
Tel: 0800 878 783, privatewealth@trustees.co.nzwww.trustees.co.nz

Trustees Executors Private Wealth

When did you last review the effectiveness of your charity’s investment strategy; perhaps you have not yet developed one? Is your strategy aligned to your goals for future continuity?

Even if you are well connected to your target audience, are you satisfactorily supported by a business partner who can ensure your capital funds can be sustained to achieve expected outcomes into the future?

Talk to us about:
  • The long-term growth of your charity’s capital base;
  • The most effective investing sectors for you;
  • Minimising the risk to your charity’s funds;
  • How to effectively manage the fund cash flows.

Call one of our authorised financial advisers today and take advantage of a complimentary review of your charity’s investments. 
A disclosure statement is available on request and free of charge.

 

 
 

 

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