Select Wealth joins $1 bill club
Select Wealth Management has passed $1 billion in funds under management mark.
Sunday, October 20th 2024, 10:41PM
Select is part of Investment Services Group Limited (ISG) which is currently considering its future ownership. ISG is also the parent company of Clarity Funds Management, Devon Funds Management , JMI Wealth and Tahito.
Select offers a range of model portfolios and has extended its range of available investments. Financial advisers who want to create a bespoke portfolio for their clients have a range of options including a selection of managed funds supported by underlying research, a range of index ETFs, direct NZX and ASX stocks and a variety of direct bonds and fixed interest options.
Head of Select Wealth Debbie Tuddenham says, “as it’s our goal to make it easy to provide advice and manage client portfolios, we have developed a range of online tools that allow financial advisers to understand a client’s risk profile, undertake a needs analysis and project a client’s future wealth, based on their individual position.”
“This has also allowed us to direct all of the client’s information into an online application which can be used as part of the advice process or as a stand-alone application form, and can be electronically signed by the client, so it really is making the advice process streamlined and easy.”
She says the firm is "very focused on making sure that this strong emphasis on service continues as we grow further with advisers from here. ”
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