Services

If you could do just one thing today to change your situation in a positive way, would you do it? If the answer is yes then lets work together to achieve your financial goals and objectives.

True North Investments gives you access to a wide range of financial services but most importantly we’re a team of people who truly care about client outcomes. Our experienced and fully qualified Advisers have an extensive knowledge of the financial services industry. We are proud to provide financial advice and products best suited to your individual needs. Our ongoing commitment is solely to you and the financial security of your family and assets.

Investments

At True North Investments we provide a personalised investment portfolio service which will help you to build and manage wealth on your terms.

We will tailor an investment portfolio to suit you. The funds that we select are independently researched investments from leading fund managers. We will create a portfolio which helps you meet your financial goals while agreeing on a level of risk tolerance that you are totally comfortable with.

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Personal Insurance

At True North Investments we provide a personal risk assessment service which will help you to understand your protection requirements.

We will tailor our recommendation to suit your situation. We work with a premium range of insurance providers across life, trauma & disability, income and business cover, health plans and general insurances including home, contents, car and boat.

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Business Insurance

At True North Investments we provide a business risk assessment service which will help you to understand your protection requirements.

You can't control some business risks (like economic downturns), but you can plan for other risks and events, like losing a key member of staff or damage to your business premises. That planning can mean the difference between success and failure.

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KiwiSaver

At True North Investments we provide advice on KiwiSaver to help you get the most from the scheme.

KiwiSaver is a voluntary work-based savings initiative that makes it easier for you to save for your future. KiwiSaver makes it easier to save because money is put into a KiwiSaver scheme from your weekly, fortnightly or monthly pay.

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Mortgages

There are a wide range of home loan options, and receiving some practical advice to decide on the right home loan (and lender) to suit your needs is paramount.

For many New Zealanders, owning a home of their own is a big part of achieving financial independence. Whether you're a first homebuyer, trading up or you're a property investor, we can provide a variety of home loan options to suit your situation.

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General Insurance

At True North Investments we provide a general risk assessment service which will help you to understand your protection requirements.

Whether home, contents, car and boat insurance we will tailor our recommendation to suit your situation and when you choose to insure it with AMP, you'll get a policy packed with great features and be assured peace of mind that you’re covered.

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Meet an Adviser

Click on a member of the True North Investments advisory team below to learn more about how they can assist you to reach your financial goals.