Avenue Advice - Takapuna
Avenue Advice | Financial Planning | Wealth Management Auckland - Avenueadvice.co.nz
Located On The North Shore, We Pride Ourselves In Our Ability To Deliver Financial Peace Through Responsible Investment In Local Markets.
About Avenue Advice
Financial Advice can be a minefield of explosive decisions, get one wrong and it can have a long lasting impact on your future financial well being. Whether this be getting the right investment strategy or ensuring you have the appropriate Insurance Policy in place to protect you and your family. Getting advice that looks at both of these areas in a holistic manner is always important but not as important as working with someone who has your best interests at heart.
Like most advisers, we understand and believe in the principle of diversification. Not only to help reduce the volatility (Risk) of an Investment Portfolio but to help achieve better returns. However what makes us different is we don’t focus just internationally, but here at home. Often, the promise of greater returns and better diversification leads to a large exposure to international assets, so here at Avenue Advice, we pride ourselves in a portfolio diversification strategy which has a New Zealand and Australian Bias.
Modern portfolio theory dictates that you should have only a small exposure to this area, however there are a range of factors that make a home bias more enticing, including the fact that both the New Zealand & Australia economies are strong, diversified and stable. Compared to many other countries our Government Balance sheets are well managed and central banks independent, so the safe haven of Australasia in times of volatility cannot be discounted. The added result of this is also removal of a large part of currency risk.
We focus on managers with a proven track record of investing in well run listed companies, have a history of active management and apply a degree of ECG overlay on their process. ECG (Environmental, Social, and Governance) refers to the three central factors in measuring the sustainability and societal impact of an investment.
Contact Avenue Advice
| Address : | Avenue Advice 95 Hurstmere Road, Takapuna, Auckland 0622, New Zealand |
| Postal code : | 0622 |
| Website : | http://www.avenueadvice.co.nz/ |
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