We partner with Adminis NZ Ltd, a trusted custodian and administrator, to safeguard and manage all client assets. 

Adminis NZ Ltd’s key responsibilities include: 

• Secure custody – Holding and protecting your assets. 
• Daily operations – Processing settlements, collecting and recording of income. 
• Reporting & compliance – Providing portfolio valuations, pricing, tax calculations, and year-end reports. 
• Online access – Providing online access to all holdings and record of transactions. 

They’ve been our partner since March 2021, ensuring your investments are administered with precision and care.