Investments

First Capital offers clients a financial planning service that combines an in-depth experience in financial and investment planning with a broader life-goal focus. We understand that you want to enjoy life now and also build wealth for the future which is why we offer unbiased advice to help you identify your lifestyle priorities and develop a clear vision for your future. 

 

Our Portfolio Management Service has at its hub a “wrap” account which consolidates all your investment information in one place. It is designed to hold, trade and report on your portfolio of investments, and enables us to advise and manage your affairs effectively. Your portfolio cash account gives you access to four major currencies. Dividends and interest payments from your investments are collected in the relevant cash accounts.

If you are building wealth:

  • Add to your portfolio by direct debit monthly

  • Deposit lump sums any time

 

If you are now enjoying your wealth:

  • Receive a payment from your portfolio each month for living costs

  • Phone us if you need extra money any time

 

We work with you to create a bespoke portfolio of world renowned investment funds which are thoroughly researched and then approved by our in house Investment Committee. We ensure your portfolio continues to meet your needs by taking into account any change to your circumstances or changes in the economic environment.

We report to you regularly with a current portfolio valuation, investment income, cost values and performance, all transactions and the amount you have contributed. An end of year tax report shows all interest, dividends, tax withheld, imputation and foreign tax credits.

Level 5, 79 Cashel St

Christchurch 8011

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