Daneal Lewis – SHARE Financial Adviser

Specialties in Holistic Financial Planning and Coaching.

With an excess of $300 million client funds under management and over 200 years combined experience in their field, SHARE Authorised Financial Advisers can provide tailored investment advice to you.

They use their extensive knowledge and experience, combined with their research resources, to develop a robust and defendable solution just for you.

Your investment choices will depend greatly on your goals. Are you looking for a reliable income or long-term growth? Perhaps you are using KiwiSaver to save for a comfortable retirement, or investing to fund a special project. There are four main reasons why you might look to invest for your future –

To generate an income – Income-generating investment funds are designed to provide regular income, on a monthly or quarterly basis. For some, that income is important for paying bills and maintaining a lifestyle, so these investment funds put a special focus on security and consistency of returns.

To grow your capital – A growth investment fund is designed to achieve long-term capital gain by investing in shares and/or property. Growth funds are more volatile than conservative funds, such as income or money markets. Fund values may appreciate or depreciate depending on the success of the companies invested in, as well as other market factors.

To save for a specific goal – Are you on track to achieve your ‘some day’ goals? Ambitions like the renovating your home, education, travel, or a special dream, can all benefit from an investment plan. With a targeted investment plan, you could be on your way to achieving these savings goals.

To have a secure retirement – To get the best from your senior years, you need to build up financial reserves. A specialised retirement savings plan that keeps a percentage of your contributions out of reach until you have retired, such as KiwiSaver or other locked-in managed fund investments, can assist in ensuring you attain your goal of a financially comfortable retirement. The strategy for retirement investment varies with age, but in most cases you should start as early as possible.  As you age, it is likely that your strategy will need to change and a regular review of your investments and Risk Profile are vital to keep your retirement savings on track..

Your SHARE adviser can help you understand your investment needs and your personal risk profile, and help you decide amongst the myriad of options available.

Investment Information

• Investment Advice in New Zealand
• Property Investment Advice in New Zealand
• KiwiSaver Scheme Providers

How can we help you reach your goals?

• I want to learn more about KiwiSaver
• I want to start planning for my retirement
• I need to establish some emergency savings
• I have inherited some money and need some investment advice
• I want to set up an education fund for my children
• I need to diversify my portfolio
• I’m interested in socially responsible investments
• Whatever your investment interests and goals, a SHARE adviser can help!

Contact a SHARE adviser today to talk about the latest INVESTMENT options available to you.