WHAT SETS US APART
Bradley Nuttall Nelson is independently owned, specialising in wealth management services.
When you choose to work with a financial practice or planner, we believe that there should be a clear separation between advice given and your ultimate investment recommendations. At Bradley Nuttall Nelson we are free from any vested interests by not having any “in house” investment products or solutions.
We have built our reputation on putting our clients first, partnering with them to achieve their priority personal and financial goals. The ultimate measure of our success is with the achievement of our client’s plans and life choices.
We are remunerated on a “fee for service basis”.
Our market research and advice processes are sourced from around the globe enabling us to develop and employ industry best practices.
“He knows the water best is he who has waded through it” Danish Proverb. Bradley Nuttall Nelson has a wealth of corporate and personal financial industry experience. We employ prudent and robust practices based on experience and combined in tandem with the best academic research available.
WHY CHOOSE US
We are dedicated financial specialists with a wealth of knowledge and motivation to understand our clients and their individual goals. We are committed to protecting and growing your financial position.
Our relationships are built on understanding individual financial and lifestyle aspirations. We want to know our clients and what is important to you, so we can tailor a strategy that fits your goals, priorities, financial position and view on risk. We meet regularly with you to assess performance, review your needs and explore new opportunities.
Bradley Nuttall Nelson provides a range of consultancy services including, a second opinion to review existing portfolio’s, preparing and reviewing Statements of Investment Policy and Objectives, SIPO’s, and KiwiSaver reviews.
A financial adviser is licensed by the Financial Markets Authority to provide advice to individuals and institutions in specified areas. At Bradley Nuttall Nelson we provide advice on investments. Our advice is personalised to the client and the clients specific situation.
Our process is designed to give you piece of mind over your finances now and into the future.
Read more about our process here.
It is important that you feel comfortable throughout this process so you should ask anything that is important to you. Some things to consider are how the adviser gets paid, the firms investment philosophy, how is your money kept safe, the frequency of reports and reviews.
Our investment philosophy is to build diversified, evidence-based portfolios. We utilise the academic research of Nobel Prize winners Eugene Fama and Kenneth French to form the core of our portfolios. Our model portfolios contain investments across different asset classes and geographies as well as being highly liquid (easy to buy and sell).
More on our Investment Philosophy is available here.
A diversified portfolio is important to reduce the risk associated with holding a small number of assets. But more than that, diversification across many variables should be considered so that the portfolio is not exposed to risks that are unnecessary. Our portfolios look at a range of risks across different asset classes, as we discuss in our investment philosophy.
Our advice process is designed to ensure we are following best industry practice. This involves a sequence of meetings to ensure the advice is relevant and personalised to your situation. At each stage you are under no obligation to continue and have time to properly consider each step.
More detail on our process is available here.
Bradley Nuttall Nelson has been managing client money since 2009. We use standard industry practice for clients assets to be held on their behalf at a custodian. Bradley Nuttall Nelson use MMC as it’s main custodian. You transfer money into their custodial account and any withdrawals can only be made to the account nominated by you.
The custodian independently values your investments, will send out reports to you, and you will have portal access to monitor your portfolio whenever you choose. MMC administers combined funds of around $100 billion for approximately 100 clients who range from investment managers to product providers and groups of investment professionals. More information on MMC can be found here https://www.mmcnz.co.nz/wealth-administration/
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