WHAT WE DO
Staples Rodway Asset Management offer specialist investment
advice. Our key objective is to help individuals, families, trusts
and charitable bodies create and protect their wealth.
We provide a highly personal investment management service to
investors who simply do not have the time, resources or expertise
to manage their portfolios.
WHAT WE OFFER
We design portfolios that are structured to meet your need for
income, capital growth or a combination of the two.
Our portfolio management services range from Comprehensive
Investment Management through to Execution Only portfolios.
HOW ARE WE DIFFERENT?
A big difference between Staples Rodway Asset Management and
other financial advisers is our instant access to the full
accounting and taxation expertise of Staples Rodway, New Zealand's
leading association of independent Chartered Accounting
firms. Staples Rodway was founded in 1945 with Staples Rodway Asset
Management operating since 2000, so there is a stable foundation
behind our service and fund offerings.
We provide bespoke individually managed portfolios through to a
range of "off the shelf" tax effective PIE funds. We take the time
to understand your needs to compile a portfolio that is best suited
to you and offer a range of flexible fee options for our services.
You will be assigned an experienced Authorised Financial Adviser,
so you can be confident that you've got the right expertise looking
after you and your portfolio.
If you are looking to gain New Zealand residency through one of the
Investor options, our experience in constructing and managing
Immigration compliant portfolios will help you achieve your goals,
both for yourself and your investments.
Introducing our new Robust AML/CFT
The Anti-Money Laundering and Countering Financing of Terrorism
Act 2009 (AML/CFT Act) came fully into force on 30 June 2013, for
the following purposes:
a) to detect and deter money laundering and the financing
of terrorism; and
b) to maintain and enhance New Zealand's international
c) To contribute to public confidence in the financial
The AML/CFT Act applies to banks and most financial
institutions, and it is essential that we comply.
We have implemented additional requirements for verifying
identification and addresses for our investors.
Staples Rodway Asset Management Ltd is a member of
an approved Dispute Resolution Scheme. If you have a complaint
about Staples Rodway Asset Management Ltd, in the first instance
you should contact John Wadams, Chairman Staples Rodway Ltd (09)
373 1110. If a satisfactory outcome cannot be found then you can
contact the Insurance and Savings Ombudsman (ISO) on 0800 888 202,
P O Box 10845, WELLINGTON 6143 or at email@example.com.
This service will cost you nothing, and will help us resolve any