What is the process?
Mission Statement
- To provide sound investment advice across a broad spectrum of investment products
- To be able to give the advice without bias or attachment to investment product suppliers
- To create client investment portfolios that meet their needs and expectations
Abbott Investment prides itself on providing individual and personal advice.
We take the time to find out what you want and what you need. Not always the same thing.
One area we try to focus on is not always return, but the risk or volatility of an investment and ways of combining investments into a portfolio to reduce this.
Perhaps we can sometimes be a bit conservative but as Robert Muldoon used to say “It’s not the return on your investment, but the return of your investment”
Before making any decisions it is best to obtain advice.
Abbott Investment Services is in the business of giving investment advice.
Abbott Investment Management believes that the quality of advice you receive is paramount in making the best financial management decisions for yourself and your family. In line with this we have appointed Andrew Webster Limited to be available to you to provide investment advice and to manage your investment portfolios where this approach can be shown to be to your advantage.
Paul Gunby and Andrew Webster are very well experienced Investment specialists and will be happy to conduct a personal investment check up for you at no cost. This will include a 45 minute discussion and analysis of your existing investments.
Andrew Webster, director, has a career in banking and investment and held a regional management position with the Bank of New Zealand before establishing his own investment advisory business. He is a Certified Financial Planner and Fellow of the Financial Services Institute of Australia.
Paul Gunby, director, also has a career in the banking and investment fields. He was New Zealand Manager, BNZ Investment Advisory Services for 10 years, then General Manager, Tower Financial Advisory Services Limited for six years.
If you would like a free, no obligation investment check up please telephone Dawn or Julie at our office to arrannge an appointment with Paul or Andrew.
Phone 03 366 7536
Fax 03 379 5395
Email julie@abbott.co.nz
A disclosure statement is available on request and free of charge.
