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ALLIOTT FINANCIAL MANAGEMENT (NZ) LTD

HELPING OUR CLIENTS BUILD A STRONGER FINANCIAL FUTURE IS A KEY FOCUS FOR ALLIOTT NZ

As of July 1, 2011, the Financial Advisers regime came into force.

It means that all financial advisers must be registered on the Financial Service Providers Register and if they advise retail clients they must belong to a dispute resolution scheme.

Those who advise on investments must also be licensed by the Financial Markets Authority; meet minimum qualifications; and professional standards for ethical behaviour, client care, knowledge, skills and competence, and continuing professional development.

All registered financial advisers will be regulated under new rules administered by the Financial Markets Authority.

The intention of the regime is to hold financial advisers accountable for their advice and to impose a high standard of competency and professionalism.

Alliott Financial Management (NZ) Ltd is registered as a Financial Services Provider which means that we are able to provide the following financial services:

Wholesale and/or generic financial adviser services
An employer or principal of a financial adviser and/or Qualifying Financial Entity
Keeping, investing, administering, or managing money, securities, or investment portfolios on behalf of other persons

Alliott Financial Management's aim is to help you create and protect your wealth by offering prudent and disciplined investment, risk management and insurance advice.

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 Financial Management 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.

An added bonus is that your first consultation with an Alliott Financial Management advisor is FREE - book one today.

THE ALLIOTT FINANCIAL MANAGEMENT ADVISORS ARE:

DAVID BURT
Investment Specialist
Alliott Financial Management (NZ) Ltd

David Burt is an experienced investment specialist consulting to Alliott Financial Management (NZ) 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 in 1990 to specialise in the investment sector. In 1998 he completed a Graduate Diploma in Personal Financial Planning which complements the years of knowledge and skill he has acquired while advising on investment issues.

For those who do not want to hassle or responsibility of managing a diversified portfolio of securities, David provides this service on an on-going basis, which includes full reporting, and with internet access available to you to view your investments at any time.

There are times when clients have a particular issue on which they want advice and for these situations David offers a consultancy service that works with individuals and with trustees of family trusts to review their investment strategies, appraise existing portfolios (second opinion needed?) and analyse retirement or other personal funding needs. Trustees in particular often realise they have a need to get professional input, perhaps at annual review time, as part of the proper discharge of their duties.

Some people prefer to manage their investments and take care of the associated administration themselves. However, often they would also appreciate being able to have their thinking informed by and to develop their ideas with the help of input about the wider investment environment. David has a number of clients who ‘buy’ his on-going availability for regular or ad hoc discussions that draw on all the research and investment conversation David is exposed to.

Lastly, a number of UK ex-pats who have migrated (or returned) to NZ have been assisted by David to bring their UK pension funds to New Zealand and, in most cases, a proportion of the funds can be freed up immediately as ready cash.

David is an ‘Authorised Financial Adviser’, authorised by the Financial Markets Authority to provide “Financial Advice, Discretionary Investment Services and Investment Planning Services.”

David can be contacted at the Alliott NZ offices as below.

Disclosure statement for David Burt

GERARD GILL
Business and Personal Risk Specialist
Alliott Financial Management (NZ) 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

142 BROADWAY    P.O. BOX 99 841    NEWMARKET    AUCKLAND 1149

Tel        (09) 520 9200
Contact us by email

Directors        Greg Millar  CA (pp)       Vanessa Williams  B Com, CA (pp)