Statement Delivery Delay Notice

Please be advised there is an expected delay in the delivery of statements by both post and email, due to this being the first mail-out from the new Investment Platform. We apologise for the inconvenience. If you have any concerns, please contact us on 0800 321 113.

Meet our Investor Relationship Team

Our knowledgeable investment team is only a phone call away – each team member has been chosen for their extensive experience, ‘can-do’ attitude and fantastic customer service.

Alongside this goes a deep respect for the hard work that goes into the accumulation of savings and the duty of care that’s required to give you peace of mind investment outcomes.

Investment Team

Sam Burgess

Chief Investment Officer

Sam Johnstone

Chief Risk Officer

Darryn Screech

Key Account Manager

Charlie Oscroft

Investment Relationship Manager

Deborah O’Connor

Investment Relationship Manager

Chantell Van Wyk

Customer Services Manager

Jane Swainson

Senior Investment Administrator

Tracey Garrity

Investment Administrator

Suzie Partridge

Investment Administrator

Renee MacLeod

Investment Administrator

Cheree Methven

Investment Administrator

Mindy Kaur

Investment Administrator

We can help

Our team will never take your trust for granted.

Please feel free to contact us via 0800 321 113 or complete our contact form and we will be in contact soon.

Get in touch

Fill in the form below and one of our team will be in contact with you shortly.

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              Youth Sponsorship Application

                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?
                An individual A trust
                Other investor types should seek professional tax advice.
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                Individual

                Is your tax return completed by a tax adviser or accountant?

                Yes No

                Can you reasonably estimate your own annual income?

                Yes No

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

                < 48k 48-70k 70-119k > 119k

                YOUR RESULTS

                Contact Us

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                Trust

                Do you distribute all annual income to beneficiaries?

                Yes Some income is distributed No distribution

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

                Yes No
                YOUR RESULTS

                Contact Us

                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.