Guiding you to protect your lifestyle

Services

We provide people with clear financial guidance to protect their lifestyle for a lifetime.

Polson Higgs Wealth Management offers you a wide range of solutions, including:

  • Financial guidance
  • Discretionary Investment Management Service
  • Lifelong cashflow modelling
  • Savings and KiwiSaver
  • Review of existing investments

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Clear financial guidance, for a lifetime

Seeking advice is a very personal experience. We take great care in getting to know your unique circumstances and understanding your needs, your values and your dreams for the future. We listen carefully to truly understand you and what you want. We then combine our wealth of experience with our evidence-based investment approach to set you on the right path and to keep you there for a lifetime.

Initial consultations, called get acquainted meetings, are where we learn about you and your needs and explain our process, our philosophy and our values. If we don’t think we can help you we will say so at this time. These initial consultations are at our cost but if we decide to work together then we charge realistic fees for our advice. We believe that our initial advice is where we add significant value and that it is the secret to a long, happy and rewarding relationship for both of us.

Investment Management

Polson Higgs Wealth Management Discretionary Investment Management Service (DIMS) offers you access to a suite of investment portfolios. These portfolios have a range of growth and income investments in different combinations, and are designed to meet the full range of investors’ needs, risk profiles, investment terms and objectives.

Where we are managing your investments we provide you with our discretionary investment management service licensed by the Financial Markets Authority.  A key concern for us is to ensure that the portfolio we construct and maintain is suitable for you and is kept up to date over the long term. When we recommend a portfolio for you, we will take into account all you have told us about your personal and financial situation.

Please see our Service Disclosure Statement and Investment Proposal for details.