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I n v e s t a C a r e 

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QUALITY INVESTMENT ADVISORS, FINANCIAL PLANNERS SINCE 1991.
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Hello and Welcome!

Who we are at InvestaCare.

We're investment advisers and financial planners, who focus on personal investment, money management, investor care, and portfolio administration financial services.

 

InvestaCare   will appeal to investors who have a minimum of $50 000 to invest, or who want to do some significant savings up to $50 000. We help our clients achieve their goals through wealth creation and wealth preservation.

 

We aspire to provide clients with independent, quality world class exclusive services.

What is important about money to you?

We can provide solutions and recommendations personally based on your goals and financial objectives. Contact us now for appointments or further information, and find out out how we can add value to your lump-sum investing and savings strategies.

Are all your financial ducks in a row?

 

 

Are your financial ducks in a row?Are your financial ducks in a row?Are your financial ducks in a row?

 

Without professional advice you run the risk of losing your most precious asset. To ensure you reach your financial goals talk to us now! It's time to start becoming organised and getting your personal finances sorted..

Investorcare services we provide.

We specialise in providing the following investorcare services:

> Appointments, discussions. Reward / risk profiling.


Reward Risk Profiling


> Investment planning with personalised recommendations. Performance emphasis, managed growth portfolio options. Sums over $50k, with tax efficiency. Also specialist in extra large portfolios.
> Savings, superannuation plans up to $50k level. Super DIY.
> Charities, with tax exempt portfolios.
> Income generating portfolios.

 


We also provide assistance with the following:

> Bond watch ratings service for financial funds.

> Debt reduction,debt & stress free prosperity goals

> Estate planning.

> Home equity release information.

> Home loan finance, sourcing.

> Investing online, when feasible & practical.

> Insurances: income, life, health. planning.

> Lifestyle advice, retirement, planning..

> Kiwi Saver scheme.


NB. Our contact page is undergoing maintenance.

Enquiries please send via email c/- to: magicsmg2021@outlook.com  .

Thankyou. 

 

Exclusive personalised, professional financial services delivered promptly in a friendly, easily understandable way. Respecting,caring for clients and their investment portfolios.

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