HOBSON
PORTFOLIO SERVICE

Investment planning analysis, assessment of your
goals and objectives and your approach to risk, portfolio management, comprehensive monitoring, administration and reporting

With our Premium Portfolio Service, we create an investment strategy tailored just for you, based on your long-term goals, financial situation and your approach to and understanding of risk. We take into account “the whole picture” and work closely with you to formulate a strategy and investment parameters and shape your portfolio.

Full administration of all contributions to, withdrawals from, income, payments, taxation and transactions and reporting comes with the Premium Portfolio Service.

Portfolio management, comprehensive monitoring, administration and reporting, managed to a client specified mandate.

With our Custom portfolio service, we provide advice to you based on the investment strategy you have selected. We don’t take account of your overall risk approach and appetite, financial situation, needs and goals rather we focus solely on the investment strategy you have determined you require from us while acknowledging you have other investment assets.

For example, you may simply want us to advise you on a portfolio of New Zealand shares while you have other investments which you look after yourself, e.g., commercial property.

Full administration of all contributions to, withdrawals from, income, payments, taxation and transactions and reporting comes with the Custom Portfolio Service.

We offer an extension to our Premium and Custom Services.

Discretionary Investment Management Service (DIMS). With the DIMS extension Hobson Wealth and your adviser will undertake all the day-to-day decision-making regarding the investments within your portfolio. Many prefer this additional service as it provides hassle-free investment management accessing the very best of your Hobson Wealth team.

* Wholesale Investor Service

Point in time advice based on your specifications, administration and reporting available.

Under the Self-managed Service, we provide investment ideas to you based on your own investment objectives and strategy. We simply provide ideas to you which you may or may not respond to.

For example, you may be particularly interested in the bond market and have instructed us to provide you investment ideas regarding bonds only.

The Self-managed Service comes with full administration of all contributions, withdrawals, income payments and detailed reporting.

We buy and sell securities on your instructions.

Under this service we buy and sell securities following your instructions. We do not provide any investment advice other than provide factual information.

Full administration of all contributions to, withdrawals from, income, payments, taxation and transactions and reporting is available with the Execution-only Service.