With dedicated adviser support,
24/7 online visibility and regular
reporting, you can build a strong
portfolio – and keep track of it
as it grows.
The Hobson Portfolio Service
Your dedicated Hobson Wealth adviser will work with you to create a personalised investment strategy – based on where you are today, what you want to achieve, and how you like to invest.
We will take care of all the admin that comes with holding an investment portfolio, and provide consolidated reports (including NZ tax reports) to keep you in the loop.
Check your transactions, valuations and income online anytime with 24/7 visibility. If you need to make changes to your portfolio after talking with your adviser, you can do that easily too.
What sets Hobson Wealth apart?
One view of your entire portfolio
We give you access to a range of local and international investment products, as well as multiple currencies, all in one investment account. This makes it much easier to manage your portfolio.
Strategic insights to keep you a step ahead
You’ll get a number of corporate actions – including share buy-backs, rights issues and initial public offerings (IPOs). You will always have access to our latest research and recommendations, to help you make the most informed decisions.
Research and reports
We will keep you up-to-date with the latest market trends and investment insights. Extensive research and in-depth reporting means you can invest with confidence – and if you are ever unsure, your Hobson Wealth adviser is ready to help.
Simple reporting and transparency
We will take care of all your records and reporting – then give you a consolidated view that is easy to read, so you can spend more time planning and less time on administration.
Keeping your money safe is as important to us as seeing it grow. We work with a reputable third-party custody platform provider to ensure your funds are always secure.
How it works
WE HELP YOU SET YOUR GOALS AND THEN CREATE A PLAN TO REACH THEM
We look at your circumstances, your appetite for risk and your investment goals to create your optimal investment strategy.
SETTING UP YOUR ACCOUNT – WE ARE THERE EVERY STEP OF THE WAY
Once you have agreed on an investment plan, your adviser will take you through the application process, set up your account and put your portfolio into play.
REGULAR REVIEWS TO HELP YOU STAY AHEAD
You will have access to the latest research, market insights and company updates, so you can keep your portfolio well positioned. Your adviser will regularly review your investments as well, to ensure your portfolio still fits your needs.