INVESTMENT WORLD - LIMITED
Finance Companies in Christchurch
www.investmentworld.co.nz
Remember you found this company at Infodats
(03) 379133?
Address
PO Box 226. 8140, Christchurch, Canterbury.Are you the owner or manager of this company?
What you should know about INVESTMENT WORLD - LIMITED
After graduating from the University of Canterbury, I held education and training positions including a variety of management roles at local, regional and national levels. Our investors are solemn savers and investors who want financial planning and investment advice to grow a temperate to long term portfolio of investments, and or a retirement capital reserve. Individuals and couples who want an investment portfolio structured to produce draw downs on a customary basis throughout retirement from their accumulated investment capital. I believe in aiming for a slick transition into retirement so you hardly notice any change in income.
She has established systems in a physiotherapy practice, transferred systems and carried out duties required in a sole charge position. We invest and monitor your portfolio and provide guidance through the years ahead, to travel, go to a smaller property, or a retirement home, and manage your investments through the years. In 1995 I joined a boutique financial planning steady in Canada and capable as a Registered Financial Planner. I present advice on investment planning, selection, placement, management and monitoring, cash and debt management, retirement planning and comprehensive financial planning.
The way to collect riches is not how much you earn but the decision to conserve consistently over the years. Karen is employed by Investment World to work alongside Sue in providing investment planning. We have clients who started with 13,00 and now have over 200,00 in just a scanty years. In premature 2008 I was appointed to Investment World and competent as a Certified Financial planner in NZ later that year.
Then you suddenly find you have a abundant sized nest egg without having to deprive yourself of a satisfying life in the meantime. Solemn Savers and investors who want financial planning and investment advice to grow their savings and prosper a portfolio. We’ve had our investments with Investment World for over 9 years, and we are continually impressed with the returns we get, and the security which that provides us. In 1996 I competent as a Certified Financial Planner, one of the beginning to take this designation in Canada. It is surprising that clients don’t discard as much as they can from their portfolios in retirement, in spite of encouragement
She has established systems in a physiotherapy practice, transferred systems and carried out duties required in a sole charge position. We invest and monitor your portfolio and provide guidance through the years ahead, to travel, go to a smaller property, or a retirement home, and manage your investments through the years. In 1995 I joined a boutique financial planning steady in Canada and capable as a Registered Financial Planner. I present advice on investment planning, selection, placement, management and monitoring, cash and debt management, retirement planning and comprehensive financial planning.
The way to collect riches is not how much you earn but the decision to conserve consistently over the years. Karen is employed by Investment World to work alongside Sue in providing investment planning. We have clients who started with 13,00 and now have over 200,00 in just a scanty years. In premature 2008 I was appointed to Investment World and competent as a Certified Financial planner in NZ later that year.
Then you suddenly find you have a abundant sized nest egg without having to deprive yourself of a satisfying life in the meantime. Solemn Savers and investors who want financial planning and investment advice to grow their savings and prosper a portfolio. We’ve had our investments with Investment World for over 9 years, and we are continually impressed with the returns we get, and the security which that provides us. In 1996 I competent as a Certified Financial Planner, one of the beginning to take this designation in Canada. It is surprising that clients don’t discard as much as they can from their portfolios in retirement, in spite of encouragement
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Services
Realistic, personal and flexible Financial Plans for individuals, couples and family trusts, designed to grow and last throughout life and beyond. Then we ask questions and learn more about you, what you want to achieve and experience during your life time. We provide full annual taxation reports for clients to forward to their accountants. We seek to ensure investments are tax efficient within portfolios but we will generally place investment strength and potential ahead of taxation. We discuss insurance, raise issues to consider and make recommendations about risk management. We will refer you to specialist insurance providers or liaise with your current insurance specialist as required. Our goal is to support and guide you with your savings and investments so that your life works out well for you. It is based on the understanding that you get the most value out of your money by first clarifying what you want to do and achieve in life so you know what you need money for. This means taking time to clarify all the details that relate to a successful ongoing portfolio and your future goals. We tailor your portfolio to the level of growth and volatility you are comfortable with. We arrange drawdowns or one off expenses for you when you need them or once you stop earning. Based on 25 years of experience, we ferret out and select the best individual stocks, the best managed funds so the portfolio will remain resilient to small or major! shocks. We use investments in cash, term deposits, bonds, shares locally and internationally, property and listed trusts and bonds, managed specialist funds in NZ and overseas. Be aware that over the years, experience and market conditions may alter your originally held views so this process is interesting, dynamic and on going. We specialise in researching, recommending, investing and monitoring our clients’ investments but our advice is always based on what you need your money to do for you. We use our own in house research, we have access to independent research via membership with a group of like minded smaller practices, Professional Investment Associates PIA . Under recently established new regulations we are one of the first to have been awarded a DIMS License from August 2015. We work with you to develop a realistic and personal plan and investment strategy. We are paid for accumulating, protecting and growing capital, for making appropriate drawdowns, not from making transactions. I completely trust Investment World to look after my investments as my portfolio is growing which I am thrilled about
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