Meet our experienced Investment Team

Our investment team is only a phone call away. Each team member has been chosen for their knowledge, experience and 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 for peace of mind investment outcomes.
Contact us about investing

Our investment team can help you

We 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.

Investment Team

Darryn Screech

Investment Manager

Jane Swainson

Senior Investment Administrator

Tracey Garrity

Investment Administrator

Chantell Van Wyk

Investment Administrator

Suzie Partridge

Investment Administrator

Rowena Morgan

Investment Administrator

Germaine Davidson

Investment Administration Support

Rajeshni Naidu

Receptionist / Investment Administration Support

Get in touch

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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

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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

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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.