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WEALTH MANAGEMENT CHRISTCHURCH & NELSON
INVESTMENT SERVICES
OUR PROCESS
Bradley Nuttall’s financial advisers recognise the importance of a thoughtful and systematic investment and financial planning approach. Our advice process is crafted to ensure that your financial goals are met and achieved in a manner uniquely tailored to your specific situation.
INVESTMENT PHILOSOPHY
Our evidence based investment philosophy serves as the guiding principle that shapes our approach to making investment decisions and managing clients portfolio.
CONSULTANCY SERVICES
We provide a comprehensive range of consultancy services particularly for Trustees who are seeking a second opinion on a range of matters relating to investment under their care. Such services include drafting Statements of Investment Policy as well as undertaking KiwiSaver reviews.
PENSION TRANSFERS
Transferring a UK pension to New Zealand can be a complex process involving tax implications in both countries. We help our clients by evaluating the benefits and drawbacks of a pension transfer.
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