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Member Services

The Professional Investment Services (NZ) network of accountants, lawyers, financial advisers and insurance advisers have access to the leading experts in their associated industries. The Group has proudly fostered a culture of cross sharing technical, best practice and marketing ideas and strategies. Professional Investment Services' (NZ) network offers:

• Access to a number of research houses and strong relationships with industry leaders in the provision of research material.
• The ability to utilise its size and reputation to negotiate successfully with product providers to gain competitive pricing arrangements.
• The procedures, staff and network of financial advisers and accountants necessary to support and maintain a high reputation for excellence.
• Completely transparent processes and reporting.
• The capacity to deliver comprehensive financial planning services including direct shares, property, managed funds, finance and insurance.
• The capacity to deliver comprehensive taxation and accounting services through the Group's strategic alliances within the accounting profession.
• The flexibility and personal approach to adapt to changing needs, requirements and lifestyle choices.