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Financial advice for investment opportunities
R
ecently an economist from HSBC Bank predicted that New Zealand would be the “world's rock star economy” of 2014. There are certainly many opportunities available now for investment both in New Zealand and overseas with the high value of the New Zealand dollar. The services of a qualified and experienced Financial Adviser are crucial to realise the full potential of any funds people may be looking to invest. Alistair Bean, Managing Director of Alistair Bean & Associates Financial Services Limited, is just such an adviser. He has had 32 years' experience in the banking industry, including 18 years as a Financial Adviser with a leading New Zealand bank. He completed his qualification as a Financial Adviser in 1998 and subsequently became one of this country's first Government Authorised Financial Advisers. He is also a member of the IFA Institute of Financial Advisers. Alistair now heads his own company established in February 2013. “The planets seemed to be in alignment at that time for me to make the move from the corporate banking world to working on a one-to-one basis with clients,” Alistair says. “I want to limit the number of clients I advise to no more than 5060 so that I can ensure I give them dedicated
Alistair Bean
Alistair discussing investment opportunities with clients personal service. I see 90% of my clients in their own homes where they feel comfortable and relaxed to inform me about their needs. That's the advantage of being a boutique advisory business and it means I can provide more comprehensive and holistic advice.” Alistair understands that people need money for the short, medium and long-term. The advisory service he provides therefore covers the spectrum of short and long-term investments, personal insurance and business risk, as well as KiwiSaver. His clients have the option of complete input into the
development of their investment portfolio or they can instruct Alistair to create a portfolio for them utilising the access he has to some of the largest investment houses in the world. While Alistair's company is truly independent in that he has no restricted or tied alliances to any specific providers, he has agency agreements with some of the country's leading investment and insurance houses as well as access to international research companies and fund managers. Alistair looks forward to assisting you with your financial planning, investment and
If you mention this editorial you can claim 50% off the full implementation fee that is charged for deposited funds on all investment portfolios. (The full fee is 2% of the total amount invested). insurance needs. You can contact him on (03) 355 6360, or mobile 021 552 587. His email is alistair.bean@abafs.co.nz. He also has a website www.abafs.co.nz where you can find out more information about his service. If you mention this editorial you can claim 50% off the full implementation fee that is charged for deposited funds on all investment portfolios. (The full fee is 2% of the total amount invested).
Alistair Bean
& ASSOC’S FINANCIAL SERVICES LTD
INSTITUTE OF
Investments Insurance KiwiSaver
FINANCIAL
A DV I S E R S M E M B E R
t. 03 355 6360
m. 021 552 587
e. alistair.bean@abafs.co.nz
www.abafs.co.nz
Personal Disclosure Documents are available upon request and free of charge
Metropol March 6, 2014 13