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Equity offers services to Investors which allow them to invest or redeem most investments in New Zealand and many in Australia and on many International Markets. Click Here to open an account with us! Or Call us at 0800 437 8489
Equity can assist in buying or selling stocks and shares on NZX, NZAX, ASX and most major exchanges in the World
New Zealand and Australia has a wide range of ETFs offering investors significant choice. New Zealand and Australia has a wide range of ETFs offering investors significant choice. On request from an investor Equity can provide information and data on most ETFs in New Zealand We can also obtain prospectus’s or application forms on request. Note a charge may or may not apply.
Equity has access to a wide range of fixed interest products. These include Debentures, Deposits, ETFs etc. Equity can provide alternates for many different terms and interest rates. Some offer tax benefits others are simple bank deposits. Note Interest rates change often and Investors should keep up to date with current rates. Prospectus and Investment Statements are available on request
New Zealand has an active tradable bond market (NZDX). Equity can assist in buying or selling of Bonds that are either listed or we can obtain allocations for clients in new Bondvlistings.
KiwiSaver is a voluntary, work-based savings initiative to help you with your long-term saving for retirement. It's designed to be hassle-free so it's easy to maintain a regular savings pattern.
Equity has access to a wide range of reputable Gold and Silver investment products. These include well known gold and silver coins and bars that are both locally and offshore minted. We can also recommend trusted storage facilities.
General Finance, 5.35% - 7.50% First Ranking Secured Term Deposits. CALL US NOW!
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Equity Investment Advisers Ltd is owned by entities associated with our four shareholders.
The four other shareholders include:.
- Aplus Compliance Limited – a New Zealand registered company owned by Derek Chen. Derek is a Financial Adviser (FSP757751) in his own right and trades through Lifelong Wealth Limited.
- Ricky Investment Limited – a New Zealand registered company owned by Ricky Tseng. Ricky is a Financial Adviser (FSP767252) and currently is the senior manager of term deposits at General Finance Limited.
- SJS Investments 2023 Limited – a New Zealand registered company owned by Stephen Simpson. Stephen Simpson is a Chartered Accountant.
- Wood & Associates Taxation Limited – a New Zealand registered company owned by Hayden Wood. Hayden Wood (CA) is a Director at GreenLion Chartered Accountants.
Currently Derek Chen is the sole Director of Equity Investment Advisers Ltd.
We would love to hear from you !
All of our advisers are trained and experienced in the New Zealand and Australian markets
Although all most are New Zealand citizens we do have Chinese, Korean, Vietnamese, Afrikaans, Spanish and Portuguese speakers available