Investment Portfolios

Managing your investments can be time consuming and often it is difficult to obtain the necessary information for making informed investment choices.
At Quantum, we will work with you along with an investment advisor or sharebroker of your choice to design an investment portfolio suited to your individual needs and goals. Once established we can work with you to periodically review your portfolio in terms of whether it is still meeting the goals originally agreed upon and to review investment offers as they come to hand.
There are a variety of investment choices available including corporate bonds, term deposits, local body and Government stock, New Zealand and overseas shares and managed investment funds. Let us do the hard work in helping your design your portfolio that considers your risk factors and financial needs.
We also offer the use of our client Trust Account deposit scheme with the Westpac Bank for receiving your investment income directly along with receiving all of the correspondence from those companies in which you are invested in. We can then be in touch with any important information once recommendations have been received from your advisor so all you have to do is say yes or no, no other work required by you! We can prepare a cashflow budget for the year showing your expected income, expected drawings and tax payments to show whether your current portfolio is meeting your income requirements.

Contact the team at Quantum to find out more about how we can help you manage and achieve your financial goals.

We offer a full range of free, easy to use, online resources including:
  Calculators  Tax Facts 
Internet Links Key Dates

We offer a diverse range of specialist accounting and financial services.


Contact Us
Unit 4 27 Sir William Pickering Drive, Burnside, Christchurch 8053
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Ph: 03-366 6955
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