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.
To keep you in control, you will receive regular performance updates. We will regularly review your portfolio to keep you on track to reaching your goals. As well as meeting face to face, you can agree on the type of reports you would like to receive and how often.
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Introducing WealthView - Making Successful Investment Easy
View your investments online anytime and stay up-to-date with a real-time online performance statement. Visibility of holdings, fee transparency and quality tax reporting.
Your True North Investments Adviser will provide quality advice backed by expertise. Whether financial wellness planning including KiwiSaver advice, meeting investor-category immigration requirements or detailed retirement planning, we will develop and review your portfolio so it always reﬂects your changing needs and lifestyle.
True North Investments partner with a diverse range of fund managers.