OUR PHILOSOPHY

Future Protect & Invest was created to simplify the investment experience and to expand your wealth. The approach we follow is always client-centric, focussing on your financial goals, needs and risk appetite when developing our solutions.

Our suite of investment solutions is backed by comprehensive research, that are well diversified with international exposure, that are cost-effective and have a good track record.

HOW WE DO INVESTMENTS

Setting an investment goal and clear purpose for your investment will help keep you on track. We also take a long-term approach to investing as this the best way to achieve client expectations and goals.

We mainly use passively managed portfolios where the focus is on market participation rather than stock picking. The portfolios we use are reviewed on a regular basis to ensure that even though they are passively managed, they remain appropriate in an ever-changing investment environment.  

We also offer actively managed portfolios for those clients that prefer a solution where the investment focusses more on specific sectors of the market or a specific fund manager. These portfolios are often used by clients to balance their portfolio or to invest in something different that is more actively managed.   

KIWISAVER ADVICE

The importance of reviewing your KiwiSaver and knowing exactly how and where you are invested cannot be stressed enough. It can make a huge difference to your KiwiSaver balance in the end.

At Future Protect & Invest we take a lot of pride in helping Kiwis have those conversations that can literally make thousands of dollars difference to a KiwiSaver balance. There is nothing more satisfying than knowing that you helped someone into their first home or a comfortable retirement.