Private Wealth Advisers would like to offer Air New Zealand staff a reduced advice fee for service, from $2,300 to $1,500 including GST. This is typically funded from the investment funds upon delivery of advice.
- Independent investment advice.
- Recommendation of where to invest the funds.
- Long term retirement planning and projections.
- Ongoing due diligence of the investment funds.
How is PWA paid?
PWA does not accept or collect commission from fund managers or share brokerage. We do not have any sales quotas or obligation to recommend any specific investment manager or product. We invoice for our time, much like an accountant or lawyer would. Therefore, you only pay PWA upon delivery of written advice.
PWA does not “manufacture” its own investment solutions, we are not a fund manager or share broker, our primary business offering is investment advice.
If your needs are a little more complex and you’re after a customised solution, please call to discuss.
We build long-term relationships by having the freedom and independence to put our clients first in every engagement.