The primary goal of the Spratt Investment Services team is for clients to achieve their personal goals and financial objectives. Our approach is to offer investment management which is evidence based in its approach & effectiveness. We have investment solutions that combine international best practice and academically supported methods.
We offer assistance to individuals, families, KiwiSaver members, Trusts and businesses that require professional advice, planning and on-going service.
Spratt Investment Services Philosophy
Our investment philosophy is based on four foundations:
- Minimising costs
- Focusing on liquid, highly diversified and high quality investments
- Use of academically supported methods based on evidence
- Abstaining from expensive tactical trading strategies and speculation.
Planning to achieve your goals
- Receive a simple and effective plan
- Reduce your financial risks via diversification
- We can assist with estate planning issues.
Enjoy a retirement with your goals achieved and enough capital to do the things you
want to do.