Second Opinion Service
Are you getting a good deal from your investment set-up?
We offer a ‘Second Opinion’ report to confirm whether you are on the right path with your existing investments, or whether there are areas for improvement:
- Returns - about right?
- Risk – not too hot; not too cold?
- Costs and fees – reasonable?
- Service – responsive?
- Independent funds, or your adviser’s ‘in-house’ product?
- Life After Farming Study by Rhodes Donald - View PDF
- Life After Farming Study by Rhodes Donald - Watch Video
- Our Brochure - Polson Higgs Wealth Management
- Client access to PHWM portfolio - Log Into My Account
- Client access to Booster KiwiSaver accounts - Log Into My Account
- Calculators and worksheets - Calculate My Finances
- Polson Higgs Business Advisers website - Polson Higgs
- 24 years of random market returns - Randomness of Returns
- Avoiding scams - Warning signs
Our newsletters include market commentary and key market movements for each quarter as well as other topical articles. If you would like to be added to our mailing list please email us and let us know.
- 2019 Winter Update - View PDF
- 2019 Autumn Update - View PDF
- 2018 Summer Update - View PDF
- 2018 Spring Update - View PDF
- 2018 Winter Update - View PDF