A simple solution for those wanting access to quality investment products and financial advice relating to their investment
Designed for those who don’t want to speculate but competently invest for growth.
We give you ongoing financial advice and an economical option for accessing quality investment products, managed by an investment professional.
You choose the service options that match your needs and budget.
The Private Investment Services programme gives you access to:
A Dedicated Quartz Wealth Adviser
Who understands your investment profile and is ready to advise you by phone, video or email throughout the year
An Annual Review
By email that ensures that your investments are on track
Financial advice
That gives you insights into your investment assets without drowning you in jargon - so that you never have to wonder where you stand
Access to the 'Starter' plan in our Personal Financial Management app to self-manage updates
Be in control of your investment - anytime you want
Access to investment portfolio suite
To ensure that you are investing in products that have been carefully selected and screened by us
A personalised advisory experience with a dedicated adviser. Designed for investors who want comprehensive wealth and investment advice to help them achieve their lifestyle goals
There’s additional value in a personal long-term relationship with your adviser. We understand your values and can provide you with access to quality investment products and investment planning services that are related to your personal lifestyle goals
You can secure these advantages with:
A Dedicated Quartz Wealth Adviser
Who understands your personal & financial ambitions
An Annual In-person Review
Face-to-face meeting with your adviser to ensure the entirety of your financial affairs are in order and your investments are on track to meet your expectations
QW adviser/support team available by phone or email during the year
Ensuring that an adviser is always available for you by phone, video or email throughout the year
Access to ‘Pro’ plan in our Personal Financial Management app to self-manage updates
Have visibility of all your financial affairs anytime you want
Customised investment planning services
Your personal situation, profile, and preferences define your investment plans to achieve the outcomes you desire
Cashflow management advice
You want to live NOW and we help you balancing investment and lifestyle
Access to a suite of investent portfolios
To ensure that you are investing in products that have been carefully selected and screened by us
Consolidated investment platform: including investment portfolio, term deposits, KiwiSaver
Your finances optimised at a glance – no investment will slip off the radar
Private Investment Services | Private Wealth | Premium Private Wealth* |
---|---|---|
Dedicated Quartz Wealth Adviser available by phone or email during the year |
Dedicated Quartz Wealth Adviser | Principal Quartz Wealth Adviser |
Annual review by email | Annual review in person | Six-monthly reviews in person |
Quartz Wealth support team available by phone or email during the year |
Quartz Wealth adviser/support team available by phone or email during the year |
Quartz Wealth adviser/support team available by phone or email during the year |
Access to ‘Starter’ plan in our Personal Financial Management app to self-manage updates |
Access to ‘Pro’ plan in our Pro Financial Management app to self-manage updates |
Access to ‘Pro’ plan in our Personal Financial Management app |
- | - | Quartz Wealth assistance with keeping the app records up to date |
Financial advice related to the assets under management | Customised investment planning services | Customised investment planning services |
Cashflow management advice | Cashflow management advice | |
- | - | Bespoke investment options, including directly held securities |
Access to a suite of DIMS portfolios | Access to a suite of DIMS portfolios | Access to a suite of DIMS or Non-DIMS portfolios |
- | Consolidated platform: including investment portfolios, term deposits, KiwiSaver |
Consolidated platform: including investment portfolios, term deposits, KiwiSaver |
- | - | Access to invite only Special Interest Investment Group |
- | - | Attendance at Family AGMs, or meetings with lawyers and accountants |
- | - | Fully comprehensive family wealth advisory services, including risk review, estate planning, transfer of wealth, advice on non-financial assets |
- | - | Charitable Gifting investment options |
- | - | Access to Trust Management / Company tools |
*Scope of exact services to be included are negotiable and fees may vary