Spicers is a well known name in financial advice
“At Spicers we help you to understand your financial options in order to make the right choices through your life.“
Jeff Matthews, Spicers Adviser
Spicers is one of New Zealand’s most successful financial planning organisations, having been consistently recognised as the industry’s top performer by independent financial commentator, The Mercer Report.
With twenty years experience, a network of 50 financial advisers nationwide and with $1.2b funds under management, Spicers offers the advantage of proven performance and personalised service with the large scale backing of AA- rated AXA Asia Pacific Holdings of which Spicers is a wholly owned subsidiary.
Spicers provides an advice led service which gives clients value from both the process and the results. For every client, the details of this service will differ slightly, but the core components of the Spicers offer include: analysis, goal setting, planning and delivery.
Spicers offers an array of solutions that can be tailored to meet your unique needs and objectives:
| Cash management Borrowing and debt reduction, including mortgage solutions Tax planning and advice Investment strategies Retirement planning Personal risk management; ill health, loss of income, death and disability Asset risk management; home and contents Estate Planning; wills and trusts |
These solutions are coupled with key attributes that will help you achieve your financial goals:
Longevity |
An outstanding 20+ year track record. |
Scale |
Around $1.2billion of funds under advice, which provides opportunity and scale in portfolio construction |
People |
Advisers at offices nationwide have local knowledge and are all Certified Financial Planner qualified or studying towards this. |
A high level of audit and governance standards |
This applies to all advice. |
Access to best practice techniques |
Spicers exchanges ideas, information and expertise with Australisian companies such as AXA Asia Pacific and its sister company ipac, a financial planning firm operating in Australia and Hong King, Singapore and Taiwan. |
Through its global partners, and AXA Asia Pacific Holdings Ltd, Spicers offers local clients, families, charities and trusts an unparalleled depth of expertise and insight into financial advice and investment management .
If you would like to find out more about Spicers, please click here.
Why not contact a Spicers adviser today? Click here to find your closest Spicers office.
Disclosure Statement
Spicers' disclosure statement is available free of charge by contacting Spicers on 0800 102 100 or by email at spicers@spicers.co.nz . Alternatively a copy can be downloaded here .