Auckland

Jono Singh

Business Development Manager

027 522 6606

Email Jono

Caroline Olagues

Business Development Manager

Cameron McLachlan

Business Development Manager

027 544 5569

Email Cameron

Anneka Herdson

Business Development Manager

027 217 5637

Email Anneka

Sam Oughton

Business Development Manager

027 544 0011

Email Sam

Bay of Plenty / Waikato

Roan Doig

Business Development Manager

027 544 0055

Email Roan

Sue Griffiths

Strategic Partnerships Manager

027 222 4828

Lawrence Russo

Business Development Manager

027 573 5554

Email Lawrence

Nicki Clithero

Business Development Manager - Waikato

027 561 9250

Email Nicki

Lower North Island

Phil Bennett

Head of Lending

027 544 0000

Aaron Taylor

Business Development Manager

027 544 5561

Email Aaron

South Island

George Wheelans

Business Development Manager

027 544 5513

Email George

Natalie East

Business Development Manager

027 222 8711

Email Natalie

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              Which type of fund is right for me?

              Complete this questionnaire to see what type of fund might be the most tax effective for your circumstances. Please note, this is just a guide and we recommend you seek professional tax advice.

              Are you investing as an individual or trust?
              Other investor types should seek professional tax advice.
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              Individual

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              Can you reasonably estimate your own annual income?


              What is your total income from all sources (including PIE income)?


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              Trust

              Do you distribute all annual income to beneficiaries?


              Do all Trusts beneficiaries earn more than $48K from all sources (including PIE income)?

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              Disclaimer – This tool is intended to provide general guidance only. This tool does not take into account your particular financial situation, objectives or goals.

              There are alternative strategies which may provide better outcomes, we recommend you seek independent advice before making any investment decision. If you have completed this guide and wish to discuss this, we recommend you seek professional tax advice.