Who uses Private Portfolio Management? Private Portfolio Management provides the time, resources and experience necessary for professional management of your portfolio at a detailed level.  The investment decisions required and any further matters arising are attended to on a day-to-day basis by your Investment Advisor. Private Portfolio Management will suit you if you are: Reviewing your existing investment options Approaching or in retirement Selling a property, farm or business Receiving a sum of money that requires investment Lacking the time necessary to adequately manage your investments Not wishing to be burdened by the paperwork associated with your investments Seeking a more professional approach to management of your portfolio A Trustee with investment responsibilities "This service provides the time, resources and experience necessary for professional management of your portfolio at a detailed level”.  A note for Trustees We determine with you, and document, the investment strategy. We provide a professional standard of day-to-day management supported by a complete administration and reporting service. Private Portfolio Management will assist you to fulfil the obligations and responsibilities you have as a Trustee.  Determining your investment profile Conservative Investor  A portfolio with a conservative investment strategy contains a majority of its investments in the fixed interest sector. This is supported by investments in shares, property and international securities, depending on circumstances. This provides you with relatively stable income returns but also a degree of growth in your invested capital.  “As a conservative investor, I want to be assured my investments are safeguarded but also be confident that they are going to work effectively for me now and in the future. I enjoy knowing that my requirements for ongoing income and some degree of capital growth are being actively managed”. Balanced Investor A portfolio with a balanced investment strategy contains a more even split between investments in fixed interest and investments in shares, property and international securities. This provides you with a degree of capital stability and regular income, balanced with the higher potential returns available from growth investments.  “As a balanced investor, I don’t want to be too cautious on one hand or too aggressive on the other. I need a portfolio that is well spread and suited to varied market circumstances, but also with a process in place to manage the market highs and lows”. Growth Investor A portfolio with a growth investment strategy contains investments principally in shares, property and international securities, supported by investments in fixed interest and cash. This provides you with the potential for higher long-term returns available from growth investments, but with a lesser income return.  “As a growth investor, I want to know my Investment Advisor is seeking out investment opportunities and then capitalising on them over the long-term. I enjoy watching the performance of my portfolio over time and thinking about the options that will open up to me in future years”. Learn more about the Private Portfolio Management investment process. Find out more about our reporting, administration and safe custody. What are the charges? Find out about our competitive fees. Download a Private Portfolio Management brochure. Taking the next step You deserve to have your investments managed to your best advantage.  You should be confident that your investment portfolio is working effectively for you both now and in the future. This will free up your time to do the things you most want to do. We aim to make this whole process simple for you.  Contact us: We invite you to take the next step towards more successful investing – call us now to discuss Private Portfolio Management.  Link to Advisor Contacts:   “Our future is about your future. A long and proud history stands behind us. Our commitment is to continue to provide the highest levels of service for all our clients”. Disclosure statements for Forsyth Barr Limited and its Investment Advisors are available on request and free of charge.