Apex Group NZ (Custodian)

Apex Group NZ is an electronic investment administration service that is available through selected investment professionals. This service enables investment professionals to manage investment portfolios more effectively for you.

The custodian holds investments on your behalf, performs all money handling processes, completes all transactions and calculates and pays all tax and fees.

Information on how Apex Group NZ operates, including its main features and benefits, can be found in a separate “Investing Made Easy” document.

Fact NZ Ltd

Fact NZ Ltd provides Wealth Management Limited with outsourced compliance, process advice and AML auditing services.  We contract Fact NZ Ltd to support Wealth Management Limited to achieve industry best practice compliance standards.

Financial Advice New Zealand

Financial Advice New Zealand is a professional membership organisation for advisers working across all areas of financial advice, including mortgages, insurance, investment and financial planning. They represent the interests of the public and their members, and strive to help New Zealanders, and the country as a whole, be financially better-off.

In addition, Grant Foothead holds the Trusted Adviser mark. This is awarded to those Financial Advice NZ members who show they have committed to qualifications and continuing professional development obligations at a level higher than that required by New Zealand law and code.