Somerset Smith Partners > Share Broking Services

Share Broking Services

Somerset Smith Partners is an NZX Firm and as such rates among one of the oldest Sharebroking and Investment Advisory Firms in New Zealand.

We trade in listed equities and debt securities both locally and internationally.

We 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.

Somerset Smith Partners provide a full service share broking facility that can also extend to full investment advice.

Our advisers can help you achieve capital and income growth through personalised share investment advice including:

  • balanced portfolio composition, investment selection, and trade execution
  • access to new listings from allocations our firm receives
  • investment planning advice across a full range of investment options
  • access to domestic and international share markets
  • access to listed and non-listed investments including managed investments funds, property investments funds, interest bearing securities and debentures
  • access to quality equity research
  • portfolio administration services

Before you begin investing in shares there are a number of factors you need to take into consideration:

What are your financial goals?

  • have you established what your short, medium and long term investment goals are?
  • do you predominantly need income from your investments, or are you looking for long term capital growth, or a combination of the two?
  • are your investments being targeted at your retirement, or are you an aggressive investor wanting to trade shares?
  • what is your tolerance of risk?

What are your current financial circumstances?

  • what are your current investments?
  • what is your current level of income and your liabilities?
  • what are your current financial commitments?

We will need to know the answers to many of these questions to be able to provide you with a comprehensive plan designed specifically for you.

For a no obligation, confidential discussion about your investments and how we can help grow your wealth … Call our Financial Advisers today on (06) 835 3126

Read more about our Financial Advisers here

 

Disclaimer:
Where we provide any advice on this website, it has been prepared without considering your objectives, financial situation or needs. Before acting on any advice on this website, you should consider its appropriateness to your circumstances and, if a current offer document is available, read the offer document before acquiring products named on this website. You should also obtain professional advice tailored to your specific circumstances and needs prior to making any investment decisions. Past performance of any product described on this site is not a reliable indication of future performance. If you require advice on the purchase of particular investments please contact a Somerset Smith Partners adviser.

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About Somerset Smith

"A proven record of assisting investors create and maintain wealth"

Somerset Smith Partners is an NZX firm with offices in Napier and Havelock North.

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