Working with
Wealth Management Experts
Whether you are an individual, a trust or a charity, we are dedicated to managing your money as if it were our own. While we have access to a diverse range of investments, our approach is always centred on you – your unique goals, aspirations and risk profile.
Planning investments
We’ll create a tailored investment plan for you, based on your long-term goals. We then help you with strategic asset allocation and portfolio recommendations based on your risk appetite and investment goals.
Simplifying sharebroking
With our deep local market involvement and expertise, along with our extensive global network, we can give you access to local and international share and bond trading.
Optimising expertise
Our expertise has been years in the making, and is based on both experience and specialist know-how. We will help you uncover opportunities using award-winning research from more than 250 specialist analysts covering over 2300 stocks across 20 countries. We’ll then create a bespoke portfolio for you based on strategic and tactical asset allocation models, international equity strategy, managed funds, exchange traded funds (ETFs) and cash options.
Whether you’re interested in growing and protecting your wealth, or safeguarding your future, our experienced wealth management advisers can help.
Designing portfolios
Our dedicated Hobson Wealth advisers, supported by our Investment Team use a cutting edge statistical process to facilitate the most appropriate portfolio of assets designed specifically for your requirements. We do this for all levels of investors, both new and experienced.
Ongoing support
The right investments don’t happen overnight, which is why we’re committed to working with you to achieve long-term goals. We will regularly review your portfolio to make sure it stays on track – especially as your circumstances change and the market shifts.
Portfolio management
Our Hobson Portfolio Service is a comprehensive solution to help you manage your portfolio. With extensive reporting (including NZ tax reports), 24/7 visibility, streamlined administration and dedicated support, it’s an ideal option for any serious investor.
It’s never too early or too late to start planning for your retirement. And whatever stage you are at today, we can help you make the right investments for life after work.
Most of us know just how important it is to plan for retirement, but it can be confusing to know the best way to do that.
Your Hobson Wealth adviser will help you develop a retirement plan that makes the most of your income today, depending on where you are and what your goals are for the future. If you are moving to New Zealand for retirement, we can also help you transfer overseas superannuation or pensions.
If you are immigrating to New Zealand, our local advisers can help you understand how to invest most effectively here. With our expertise, experience and close connections to other support agencies, we will make your financial move as seamless as it can be.
Whether you have just arrived here, or you are starting to settle in, you may still have assets overseas that you need to move. With specialist investment advice tailored to migrants, we will not only help you transfer your assets, we will show you how to make the most of them once they are here. Our investment advice also extends to those immigrating under Investor/Investor Plus migrant categories.
If you are coming from the UK, we can help you navigate the considerations that apply to your investments, and refer you on to experts where needed. If you are transferring a pension from the UK, we will guide you through the process of selecting a New Zealand Qualifying Recognised Overseas Pension Scheme (QROPS).
Managing a family trust or large charity often means more complex considerations. Our advisers have the expertise and experience to support you through that process, and can tailor a solution that uniquely fits your needs.
If you manage a trust that has been set up for a family, charity or other entity, you often need to take care of some more complex details to meet your investment objectives. This is where Hobson Wealth can help.
Our advisers have extensive experience working with trustees to create investment solutions that deliver against appropriate Statement of Investment Principles and Objectives (SIPO) or other investment guidelines.
We understand the specific risk profiles required for different types of trusts. A charitable trust, for example, may need to focus on income and capital preservation. You may also need to consider the liabilities of the trust, your tax status and real inflation adjusted return requirements.