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ALLIOTT INVESTMENTS
HELPING OUR CLIENTS BUILD A STRONGER FINANCIAL FUTURE IS A KEY FOCUS FOR ALLIOTT NZ
Alliott NZ is a well established, innovative chartered accountancy and business advisory firm based in Newmarket, Auckland offering professional, personal service to a wide variety of small and medium businesses as well as individual clients.
At Alliott's we believe the key to helping you achieve your business and life goals is to ensure you are well protected and advised in all important financial areas such as risk management, insurance and the development of investment portfolios.
Working under the Alliott NZ umbrella, the experienced consultants at Alliott Investments can offer you a complete wealth creation and protection package tailored specifically to your needs.
We pride ourselves on our sound understanding of business and investment practises and our genuine interest in your financial well being.
We work closely with you to help you reach a higher level of success by providing business, accounting and financial advice that not only meets, but exceeds, your needs and expectations.
DAVID BURT
Investment Specialist
Alliott Investments Ltd
David Burt is an experienced investment specialist who is a consultant to Alliott Investments Ltd with responsibility for providing investment advice as well as managing the investment portfolios for many of Alliott NZ’s clients.
His background is law – he was a partner with Gaze Burt before moving to specialise in the investment sector. In 1998 he completed a Graduate Diploma in Personal Financial Planning which complements the 20 years of knowledge and skill he has acquired while advising on investment issues.
David offers a consultancy service where the investment strategies of a family trust can be reviewed, managed portfolios appraised and retirement or other personal funding needs reviewed.
He also manages a diversified portfolio of securities on an on-going basis for clients and is readily available to talk over their investments.
David has helped a number of UK ex-pats migrate their UK pension funds to New Zealand and, in most cases, a proportion of the funds can be freed up as ready cash immediately.
In addition to his client work, David is the secretary of SIFA (Society of Independent Financial Planners) which keeps him in constant contact with many of New Zealand’s most senior financial planners and investment advisers.
Both Alliott NZ and David are members of Professional Investment Services (PIS). This industry group, which began in Australia, provides valuable research and compliance support to more than 1,000 accounting practices and specialist advisers through out Australia, New Zealand and Asia.
David can be contacted at the Alliott NZ offices as below.
Disclosure statement for David Burt
GERARD GILL
Business and Personal Risk Specialist
Alliott Investments Ltd
One of the key areas of expertise of Alliott NZ is in the management and minimisation of risk.
By utilising in-house knowledge and when required, consultants, the Alliott’s team work with their clients to identify, quantity and manage the various risks involved in operating a business.
When Alliott NZ identifies an issue regarding debt ratios, a reliance on key staff, the need for a succession plan and the loss of income due to illness or injury we contact Gerard Gill.
Disclosure Statement for Gerard Gill
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Professional Investment Services NZ - David Burt and Gerard Gill are members of this network of professional advisers which offers services ranging across the specialties of financial planning, retirement planning, life insurance and tax issues.
Visit the PIS website to learn more |
