What we do

Select Wealth Management - the Fairway

Whether you are one of our existing investment customers, or looking for a new investment solution, we can help you reach your investment goals and we understand the importance and value of choosing the right investment option for your needs.

 

Here’s how it works:

 

Quality investment research

  • Even if you’re the most experienced investor, you’re unlikely to have the necessary resources to research the multitude of securities available in the market.
  • Select’s investment consultant JMIS Limited (previously Jarden Morgan Investment Services) acts as the ‘gatekeeper’ for the funds available through the service – giving you and your adviser the confidence that each investment option has been thoroughly researched.
  • JMIS provides specialist investment research to superannuation funds, charitable trusts and high net worth individuals throughout New Zealand.

Selected portfolios

  • You may find that one of the Selected Portfolios, ready-made by JMIS, our investment consultant, suits your needs.
  • The performance of these portfolios is continually monitored by JMIS, and adjusted if manager performance or investment circumstances change.

A comprehensive menu of funds

  • The Select menu covers all the asset types (shares, bonds, property, alternative assets and cash) and the main asset management styles (active, passive, value, growth and absolute return).
  • The investment options have been selected to enable investment in the main geographical areas, and also some industry-specific sectors.
  • Fund performance is monitored throughout the year and is formally reviewed annually by JMIS.

Efficient, easy administration

  1. Select uses Aegis, the market-leading funds administration platform, to administer all of your investments.
  2. You’re spared the hassle of dealing with statements and reports from different investment providers.

Consolidated reporting

  • Your investments are tracked in the reports sent to you quarterly.
  • Each report will clearly show your portfolio valuation and what the return has been, both overall and by individual fund.
  • We as your advisers have online access to a suite of reports, to value your portfolio or confirm particular transactions at any time.
  • Select also provides a separate tax report for you, using the latest regulations and covering all investments with Select.

Invest a lump sum or make regular contributions

  • Select is primarily designed for lump-sum investments, with the aim of growing your capital or generating an income.
  • You can also accumulate funds by making regular contributions, subject to some restrictions.

Move your money quickly and easily

  • It’s easy to move your money from one investment to another, or to withdraw some or all of your money and have it paid directly to your bank account.
  • If you want an income, you can set up regular withdrawals directly to your bank account.

 

Keeping investments tax-effective

  • The tax-effectiveness of the investment options is considered as part of the annual review undertaken by JMIS.
  • The menu of investment options available through Select comprises some of the most tax-efficient investment vehicles for each investment type.
  • Select offers a range of Portfolio Investment Entities (PIEs) to take advantage of the nil capital gains tax on investments in New Zealand and for most Australian shares.

 

 

Reporting

To provide you with confidence in Select Wealth Management, you will receive a number of reports throughout the year.

You have the option to receive these electronically, or via the mail.

 

Quarterly report

(view sample)

To show you how your portfolio has performed, providing you with any transactions that have occurred on your portfolio.

Frequency: Quarterly

 

Annual Performance report

(view sample)

To show you how your portfolio has performed over previous years.

Frequency: Annually

Custodial report

(view sample)

To show you that your funds are in safe keeping. This is a report sent by Aegis, who act as Custodians for Select.

Frequency: Six Monthly

 

Tax report

(view sample)

To show all tax paid in the portfolio during the tax year.

Frequency: Annually

 

Note:

To receive these reports electronically, please click here or speak with us.

 

 

Portfolio Information

For full details, click on the Selected Portfolios listed below:

 

Conservative Portfolio

Visit the website  |  View the fact sheet

 

Suitable for investors seeking…

A diversified investment to grow their investment capital over the medium term (more than five years) with minimum volatility.

Minimum investment:

Initial investment: $10,000

Additional investment: $2,000

Regular investment: $500 p.m. or $250 p.m. with minimum $10,000 investment.

 

 

Conservative Balanced Income Portfolio

Visit the website  |  View the fact sheet

 

Suitable for investors seeking…

To generate income and have the option of growing their investment over the medium term (more than five years) with moderate volatility.

Minimum investment:

Initial investment: $20,000

Additional investment: $2,000

Regular investment: $500 p.m. or $250 p.m. with minimum $20,000 investment​.

 

 

Balanced Portfolio

Visit the website  |  View the fact sheet

 

Suitable for investors seeking…

A diversified investment to grow their capital over the medium and long term (more than five years) with a tolerance for some volatility.

Minimum investment:

Initial investment: $10,000

Additional investment: $2,000

Regular investment: $500 p.m. or $250 p.m. with minimum $10,000 investment

 

 

Growth Portfolio

Visit the website  |  View the fact sheet

 

Suitable for investors seeking…

A diversified investment to grow their capital over the medium and long term (more than five years) while accepting moderate volatility.

Minimum investment:

Initial investment: $10,000

Additional investment: $2,000

Regular investment: $500 p.m. or $250 p.m. with minimum $10,000 investment

 

 

High Growth Portfolio

Visit the website  |  View the fact sheet

 

Suitable for investors seeking…

A diversified investment to grow their capital over the long term (more than 10 years) while accepting moderate to high volatility.

Minimum investment:

Initial investment: $10,000

Additional investment: $2,000

Regular investment: $500 p.m. or $250 p.m. with minimum $10,000 investment

 

 

 

Next step? Contact us, either on 06-345 6184 or
complete the form below.

 

Fairway New Zealand Limited

PO Box 149, Wanganui 4541

Phone: 06-345 6184

Fax: 06-345 2892

© Fairway New Zealand Limited. All rights reserved.

Office address:

41 Ingestre Street

Wanganui 4500

A copy of our disclosure statement is available on request. Please contact us for your free copy.