Investments for the future

There are many reasons why you might need to consider an investment plan:

 

Income-generating funds are designed to provide regular income, either on a monthly or quarterly basis. If the income generated by your investment is important for paying your bills and maintaining your lifestyle, you can understand why income-generating funds put a special focus on security and consistency of returns.

 

A savings goal could be anything from getting the deposit on your first house to taking a year off work to travel. Whatever your plans, you'll achieve your goal faster by investing in the right portfolio. Get an investment tailored just for you or use one of our off-the-shelf solutions.

 

Investing for growth is all about increasing the value of your investment over time. You can have a growth portfolio designed just for you, or you can select from one of our researched growth portfolios. The growth funds we use reflect a wide range of industries and regions throughout the world.

 

Think about the lifestyle you want in your later years, then start making plans now. As well as KiwiSaver, there are other retirement savings options that could give you access to your nest egg at an earlier age.

 

Managed funds allow you to pool your money with money from other investors, so that you can invest in assets that might otherwise be out of your reach. The type of managed fund is chosen depending upon your specific investment needs. Managed funds invest in a variety of assets including shares, property and fixed interest or a combination of these. The funds are looked after by professional fund managers. All managed funds have an investment statement which allows you to see where your money will be invested.

 

Fairway Insurance Services choose to work with Sovereign part of the ASB group of companies, which include ASB Group Investments, one of the top ten fund managers in New Zealand. Their managed funds allow you to build a diversified investment portfolio that can include New Zealand and international shares, bonds, fixed interest deposits, cash and property.

 

Talk to us for more information.