Funds Administration New Zealand Information

Staples Rodway Asset Management offer specialist investment advice. Our key objective is to help individuals, families, trusts and charitable bodies create and protect their wealth. We provide a highly personal investment management service to investors who simply do not have the time, resources or expertise to manage their portfolios. We design portfolios that are structured to meet your need for income, capital growth or a combination of the two. Our portfolio management services range from Comprehensive Investment Management through to Execution Only portfolios. A big difference between Staples Rodway Asset Management and other financial advisers is our instant access to the full accounting and taxation expertise of Staples Rodway, New Zealand's leading association of independent Chartered Accounting firms. Staples Rodway was founded in 1945 with Staples Rodway Asset Management operating since 2000, so there is a stable foundation behind our service and fund offerings. We provide bespoke individually managed portfolios through to a range of "off the shelf"​ tax effective PIE funds. We take the time to understand your needs to compile a portfolio that is best suited to you and offer a range of flexible fee options for our services. You will be assigned an experienced Authorised Financial Adviser, so you can be confident that you've got the right expertise looking after you and your portfolio. If you are looking to gain New Zealand residency through one of the Investor options, our experience in constructing and managing Immigration compliant portfolios will help you achieve your goals, both for yourself and your investments.