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Welcome to the website of Peak Portfolio Management Ltd. Before proceeding, please read our Disclosure Statement which complies with the new disclosure requirements under the Securities Markets Act 1988.
If you are looking for personalised investment advice and portfolio management or financial coaching and goal setting, we can help. Here you can read about the services we offer to investors and our investment style.
Our special area of expertise is investment portfolio management for clients (whether individuals or trusts) with $100,000 or more. We also offer financial planning and wealth coaching to individuals looking to build an investment portfolio over their working life. We offer a free initial interview with no obligation and we encourage investors to 'shop around' before taking any advice.
When designing an investment portfolio we take plenty of time to find out your goals and objectives so that the investments are appropriate for you. We select the investments with you based on our research. They are NOT chosen for us by any 'research committee' or fund manager. We will not patronise you with talk of 'you can't beat the market' or the intricacies of model portfolio theory. We are upfront about all costs, and are always looking for ways to reduce the cost of investing so that investors can enjoy a higher return on their funds. We do not charge any entry or set up fees when you set up an investment portfolio with us. Our aim is to deliver 'better than bank' returns particulary for low risk investors with a regular income stream from dividends and distributions.