Strong support for a personalised investment solution
Gerard is a member of Consilium NZ Limited (www.consilium.co.nz). Consilium works with Financial Advisers and provides both high quality research to support investment decisions, as well as the administrative platform to manage these investments. Consilium is one of only a few New Zealand companies who have been accredited by the Centre for Fiduciary Excellence, an international accreditation organisation for investment advisers, thereby achieving global best practice standards (www.cefex.org).
Gerard chose to work with Consilium because it aligns closely with his principles and supports high quality investment advice where:
- Minimising costs is critical
- The focus is only on highly liquid, highly diversified and high-quality investments
- Portfolios are actively managed towards academically proven sources of high expected returns
- Expensive tactical trading strategies are avoided
Gerard will assist you to plan and implement a personalised investment solution tailored to suit your individual situation and objectives.
All fees are outlined and discussed openly.