Saturn Portfolio offers Impartial Financial Advice for AKLD

Are you looking for trusted, confidential and impartial financial advice? If so, you cannot go past one of New Zealand’s most trusted investment advisors, Saturn Portfolio. Founded in 1988, Saturn have become the ‘go-to’ financial advisory firm, developing long-term relationships based on mutual respect.

Saturn provides financial planning and portfolio management advice so that you do not have to look any further to fulfil your investment needs. Saturn deliver trusted impartial advice to individuals, professionals, trusts and companies, giving them peace of mind as they develop a mutual trusting relationship.

Whether you are looking for guidance in evaluating your personal financial goals, retirement income assistance, estate planning requirements or wealth management opportunities, Saturn Portfolio’s professional advisors are there to help you.

They follow a six-step financial advice process which will give you the knowledge and support to assist you with your important financial decisions. Saturn pride themselves on taking the time to listen to you, to enhance your financial knowledge and to give you impartial advice on your particular circumstances, assisting you to establish what is the most appropriate strategy for you.

In designing an individualised savings plan for you, Saturn use an independent and impartial risk-profiling tool so that you understand better your tolerance for financial risk. At all stages Saturn keep you involved by obtaining your approval and acceptance of their recommendations before proceeding.

They do this by discussing your current situation so that you are fully cognisant of what they can do for you by establishing and defining your client and personal financial advisor relationship. They answer your questions and discuss all aspects of your financial goals, having collected the relevant data and discussed the risks that may affect these goals.

If you haven’t implemented an advisory plan already, now is the time to call (0800 757 858) Saturn and make an appointment for your future.

ENDS

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