Currently with bank interest rates at historically low levels, you will find that the bank will not offer much on your savings or term-deposits. We have a large range of investment options that will likely see much higher returns enabling you to achieve regular income goals or retirement savings goals. Talk to us today to find out where we can make your money provide more favourable returns than the banks.

Depending on the provider that your funds are invested in we can help you with the correct forms and liaise with the fund provider on your behalf once we have your signed instructions.

Depending on the provider we end up investing your funds with, your funds are generally held in an independent custodial account operated by a third-party, who have been appointed to provide custody services to the particular provider. This ensures that there is complete separation of client assets from Schroders Mortgage as a business. The custodial account is also made to ensure that all assets, including the bank accounts, are ring-fenced from the particular custodian’s business. The custodians monitor the investments made ensuring they are consistent with what investors should expect. The custodians are usually audited annually along with reporting required by the FMA.

Yes, we have a range of investment options to suit your circumstances which will often return higher than a regular savings account or term deposit. To find out more about what we have available to invest in your children’s future wealth

When looking at what funds are available it can be an overwhelming task which is where we work alongside you to ensure you have the most up to date relevant information when making a decision of which fund to invest in. We have a wide range of providers that we can recommend many funds from.

you set retirement goals and assess how much you would need to start investing to be able to achieve the retirement lifestyle you dream of.