Investment Advice
Canopus offers a flexible approach to investment advice - a full investment, monitoring and reporting option for those requiring a total investment planning service or a brokerage service for those who prefer to manage their own investments.
Under the full investment plan option, any commission or brokerage that may be received by Canopus from a financial product provider in respect of an investment product used in the portfolio, will be fully rebated to the investor.
Canopus provides investment advice covering a broad range of asset classes and individual assets including equities, fixed interest, managed funds, hedge funds, commodities and property. Diversifying a portfolio across a broad range of investments with uncorrelated returns can increase profits through accessing higher yielding assets while decreasing portfolio volatility as gains from one sector often do not coincide with those from another. Canopus investors have access to free investment advice via our free monthly investment newsletter and through personal consultation.
Each Canopus investor is treated as an individual with a personal customised portfolio being assembled to suit each individual's requirements, having regard to factors such as financial objectives, age, risk profile, investment experience and financial capacity. Your savings will not simply be lumped into a general "Bit of Everything" fund along with everyone else's. Canopus does not use wrap accounts or "nominee holdings". As a Canopus investor, investments will be held in your own name, reducing management fees and giving direct access to special issues and offers - important factors that can provide superior investment returns while leaving you in direct control of your own savings.
Investment returns are important. Although past results are no guarantee of future performance, Canopus associates operate a diversified reference portfolio comprising real investments and showing real returns. Hence Canopus investors have the advantage of genuine investment experience, not just a tip sheet showing what you would have got if you had followed our (selected) advice from months ago. Making real investment decisions is a different ball game altogether from advising with the assistance of hindsight.
 
Fees: Canopus will provide an initial advisory interview, lasting up to one hour, free of charge. The initial interview is aimed at assessing your investment needs and determining in which manner Canopus may be best able to assist. Should you decide to invest through Canopus, a comprehensive, written, investment plan can be produced for you at a cost of $300+GST. A full investment plan, including implementation, monitoring and reporting will incur an annual fee of 1.2% of total funds under management, charged quarterly. Under the full investment plan option, any commission or brokerage that may be received by Canopus from a financial product provider in respect of an investment product used in the portfolio, will be fully rebated to the investor.
Other investment plan options may be tailored to meet your needs with fees subject to negotiation.
An Investment Adviser Disclosure Statement is available on request, free of charge.
For more information contact Canopus: info@canopus.co.nz
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This article has been moved to a dedicated KiwiSaver page. To access the KiwiSaver page click here.
Retirement Income Planning
Irrespective of KiwiSaver, comfort in retirement demands additional and individual retirement income planning by everyone. Declining government resources, increasing numbers of retired and longer, healthier life expectancies all mean direct Government Superannuation must decline in future.
With access to a wide range of proven investments including: international mutual funds, New Zealand and Australian unit trusts, capital guaranteed funds, secured debenture stock, high yield capital notes, listed shares, bonds, securitised property and hedge funds, Canopus can chart a private savings programme designed to deliver the lifestyle you want in retirement.
Canopus offers the flexibility of private portfolio management or specialist investment advice. Structured investments also arranged, enabling drawdown of capital plus interest.
Contact Canopus for an initial consultation now. A Financial Adviser Disclosure
Statement is available on request, free of charge.
For more information contact Canopus: info@canopus.co.nz
Personal Finance Budgeting
Saving for retirement, that overseas trip, education costs or perhaps that dream car?
Canopus investment advice can help make the task so much easier.
Canopus can assist in building an investment portfolio tailor made to suit your requirements, delivering maximum returns with minimum risk and volatility.
For more information contact Canopus: info@canopus.co.nz
Conditions of use of this website
Use of this website denotes agreement to the following conditions:
Disclosure
"Canopus Investments" is the registered trade mark of Canopus Investments Limited, a privately-owned New Zealand investment company.
Canopus Investments Limited, its directors, officers and associates, may hold or apply for investments mentioned on this website for their own investment purposes.
A Financial Adviser Disclosure Statement is available on request, free of charge.
Disclaimer
Information provided on this website does not constitute a recommendation or advice to purchase any investment, product or service listed or mentioned on this website. Information displayed on this website is not intended as specific investment advice and should not be relied on for making investment decisions. Investments mentioned on this website may not be appropriate for individual investment objectives or individual financial circumstances. Investors requiring specific investment advice should consult Canopus Investments Limited.
To the maximum extent permitted by law, neither the owners, managers, employees nor associates of Canopus Investments Limited accept any liability whatsoever for any loss or damage resulting from the use of information obtained from this website or from any other publication produced by the owners, managers, employees or associates of Canopus Investments Limited. Neither the owners, managers, employees nor associates of Canopus Investments Limited guarantee the expected return or any other return from investments mentioned on this website or purchased through Canopus Investments Limited.
Information provided on this website is compiled from information believed to be accurate at the time of publication but no guarantee as to the accuracy of information displayed on this website is given, intended or implied.
Information provided on this website is not intended to create, nor does it create, any legal obligation, responsibility or contract between the owners, managers, employees or associates of Canopus Investments Limited and any other party.
Handling of client funds
Canopus Investments Limited does not bank or hold investment monies received on behalf of clients unless by special request or arrangement. When held on behalf of clients through special request, client funds will be held on trust in a separate special purpose account. In the normal course of business, investment monies will be passed directly to the securities issuer. All Canopus sharetrading account holders are issued with an individual true bank account from which share purchases are funded and to which share sale proceeds are deposited. Canopus does not pool sharetrading account funds.
Applications
Information on this website does not constitute an offer of primary issue securities as such offer can only be provided through delivery of the formal offer document. Application for primary issue securities will only be accepted when made on the application form accompanying the investment statement or other formal offer document.
Restrictive jurisdictions
No investment, product or service referred to on this website is, or will be, knowingly offered to any person or entity residing in, or subject to, a restrictive jurisdiction where the offer of such investments would be unlawful. Any person or entity requesting information about, or making application for, any investment, product or service referred to on this website, will be deemed to have declared that the person or entity making the request or application is free to receive such offers and is not subject to any restrictive jurisdiction where such action would be considered unlawful.
Copyright
Information published on this website is provided strictly on a non-predjudicial basis only. It may only be used for the purpose for which it is intended, that is, the obtaining of financial services information. International copyright to the material published on this website is held by Canopus Investments Limited. Unless specifically authorised by Canopus Investments Limited in writing, all copying, forwarding or alternative use of information obtained from this website, by any individual, entity, corporate, state or representative of such entities, in any manner whatsoever, is prohibited and may be deemed to constitute breach of copyright.
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