INVESTING
AS IT SHOULD BE.
With confidence.

Why?

LET’S BE CLEAR ABOUT THIS, WE SIMPLY WANT TO PROVIDE GREAT INVESTMENT SOLUTIONS TO YOU THAT CATER TO YOUR LONG-TERM GOALS, ADDRESS YOUR AMBITION AND, SHOULD YOU WANT, MAKE YOUR DREAMS A REALITY.

We believe in the ‘Three Easies’ – that a good investment solution is :

+ EASY to find

+ EASY to understand, and

+ EASY to get involved and interact with.

With no hidden fees or incentives and a transparent approach that you can actively see, we think we have something different and flexible for you to choose.

How?

AT PERPETUAL GUARDIAN INVESTMENTS, WE KNOW YOU WANT TO INVEST IN COMPANIES YOU KNOW OR HAVE HEARD. WE ALSO RECOGNISE THAT THERE ARE MANY OPPORTUNITIES AROUND THE WORLD, WHICH MIGHT BE LESS WELL-KNOWN NEW ZEALAND.

This means that your investments are not just about the individual names, but also about the type of investment and where your money is invested i.e. is it defensive or growth-oriented, and does it pay a dividend or not.

We also recognise that no one knows everything about everything. Our goal is to boil down the world’s investment markets to a manageable number of quality companies, which present you with the best chance of success over the medium to long-term.

 

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