Why Choose Saturn Portfolio

Impartial

Impartial

We are completely impartial and not aligned to any fund manager or product provider

Secure

Secure

At Saturn Portfolio we never handle client money

Transparent

Transparent

You have 24/7 access to your investment portfolio via a secure personal login

Trustworthy

Trustworthy

Establishing a Relationship based on trust is our Priority.

Impartial

  • We are completely impartial and not aligned to any fund manager or product provider
  • We focus on your specific situation and objectives
  • We are able to act in your best interests at all times
  • Our advisers are paid by salary not commission

Secure

  • At Saturn Portfolio we never handle client money
  • All client investments are held by a third party custodian; ICSL(one of New Zealand’s largest independent custodial service providers)
  • The diversification we provide within investment portfolios is an important risk management tool
  • We diversify your investments across asset classes, currencies, geographic areas and managers to reduce risk

Transparent

  • You have 24/7 access to your investment portfolio via a secure personal login
  • Our fees are fully disclosed
  • We provide you with 6-monthly investment portfolio reports
  • We meet you annually or more regularly if your circumstances or needs change
  • We have no conflicts of interest in the advice we provide

Trustworthy

  • Regular meetings with your adviser will help establish a close and trusting relationship

CALL US ON 0800 757858 TO ARRANGE A MEETING WITH ONE OF OUR ADVISERS