Our objective is to build for each of our clients a diversified portfolio of good quality investments to match their personal objectives and risk tolerance.

How do you do it?

We use our broad and in-depth experience to source bonds and equities from all over the world. We do not put our clients' money into products which pay us commissions we are remunerated solely by the fees our clients pay us. This means that our aims are aligned with those of our clients, and our advice is completely objective. We are very firmly focused on delivering top quality client service and good financial performance.

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How good is Strongbox Wealth Management likely to be at growing your wealth

Our disciplined approach to investment is value focused, so there are a number of specific criteria we take into consideration when screening all potential opportunities.

Given that all clients have different risk profiles and return objectives, each individually managed account has different characteristics. There is really no "one size fits all" product or approach, so there is no uniform performance data that we can post because every clients portfolio will perform differently.

Nonetheless, it is important that we give you some indication of our level of skill and ability in the investment area, which can act as a guide to the level of return we hope to achieve.

So,we decided to set up a model portfolio of NZ$1m, of which we would invest 50% in bonds and 50% in equities.

We track the performance of this portfolio each month and report on it in our newsletter.

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Change in Model Portfolio since start.
We have achieved a 29% return
in 2 years

web percent

"Live as if you were going to die tomorrow: invest as if you were going to live forever"

Partner Profiles

Joan Kiernan

Joan holds a Graduate Diploma in Business Studies - Personal Financial Planning - from Massey University, and an MBA from Cranfield Business School. Joan is currently engaged in studying for her AFA and is not yet legally empowered to give financial advice.