Our investment philosophy

It is our mission, to help give you the lifestyle you want.

We do this by viewing you as an individual with varied: life stages, needs, objectives and circumstances. Our approach is to take you through Spicers 7 step process to give us a detailed view of what you need to do to meet your immediate day to day needs and future longer term goals (this process can be viewed below). Spicers role is to help guide how you get there.

Unlike some companies that focus on the separate parts of your finances that suit their products, Spicers look at your full financial picture. We have created financial planning and investment options that allow you to diversify for greater security, as well as different levels of advice which allow you to determine how hands-on or hands-off, you want your Spicers adviser to be.

We are committed to achieving strong performance through:

• Qualified financial advisers (based on experience and training).
• A dedicated investment team to research and monitor funds.
• Regular plan reassessment and realignment of your portfolio.

Disclosure Statement

If you require financial advice relative to your personal situation, please contact a Spicers adviser. Your adviser has a disclosure document that is available on request and is free of charge.  Call Spicers on  0800 777 803  or email spicers@spicers.co.nz .