Hi [person’s name]. Here’s your free e-book, Managed Funds as an Investment
Option
By reading this guide you will discover:
- How managed funds work.
- Why they may be a good option for you.
- The risks involved.
- How they compare to Kiwisaver.
- Ethical investment options.
- What you should do before deciding to invest.
Receive a free initial consultation to find out if investing in managed funds is right for you…
At Smart Adviser, our mission is to be an integral part of our clients’ financial journey throughout their lifetime. That’s why we do things a little differently, starting with getting to really know your WHY? Then we can take care of the what and how – together.
As part of your initial consultation, one of our experienced Financial Advisers will discuss with the many options available to you to live the life you dream of. We will explore your:
Dreams, goals and aspirations
Current situation
Possible next steps
If you’d like this free consultation, please fill out the form and we will be in touch to arrange it. (Initial consultations can be either face-to-face or online).
Arrange to speak to a
Financial Adviser today…
"*" indicates required fields