Investment Portfolio Construction



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At WealthDesign we believe every investor is different, therefore we put a great deal of time and effort into designing a "blueprint" for each client. Each portfolio may consist of:

New Zealand Shares
Australian Shares
International Shares
New Zealand Property
International Property
New Zealand Cash Deposits
New Zealand Fixed Interest
International Fixed Interest

The mix will depend entirely on the risk profile of the client.

John Barber and Ben Jones, our Financial Planners here at WealthDesign, can explain this process in more detail. We welcome your inquiry.