Investing in Shares

Somerset Smith Partners is an NZX Firm and as such rates among one of the oldest Sharebroking and Investment Advisory Firms in New Zealand and provides a full service sharebroking service for those wanting to trade in shares. In addition a full range of advisory services is also available for the investor wanting guidance as to share markets.

We can on your behalf trade in listed equities and debt securities both locally and internationally on most major markets around the world.

We receive and review research from a number of sources on all the major New Zealand and Australian listed companies and many major International companies. We also receive many economic commentaries and forecasts all of which we review and then form our own views and opinions on.

Shares for Investment

Somerset Smith Partners have always been an advocate of investing directly in the shares of quality blue chip companies. We seek to provide our clients with an advantage by maintaining careful and considered strategies. We pride ourselves on being “stock pickers” and long term holders of the good performers of a portfolio. We are prepared to back selections with overweight positions and this has seen our portfolios perform well, particularly against market or index related funds.

In our view, a direct investment in shares is important, as it will provide both capital and income growth. By contrast, fixed interest investments will provide regular income, however, they will not provide income growth or capital growth. Shares also provide a high degree of liquidity, which allows investors to readily access their capital should their circumstances change.

The key decisions are stock selection and portfolio weightings. Somerset Smith Partner’s NZX accredited and experienced advisers are ideally positioned to advise investors on the best course of action.

Read more about our Financial Advisers here