About Us
NEWTON ROSS provides independent investment planning and ongoing financial advice services to higher net wealth investors, charitable trusts and corporate investors.
Our core attributes are:
Our Clients
Our clients are typically higher net wealth investors comprising:
Our focus is primarily on wealth preservation with a sufficient return to provide real growth of client assets after inflation.
The firm has a limited client to adviser ratio ensuring a high level of personal contact and portfolio care.
Our Services
NEWTON ROSS is an independent financial advice services firm.
NZ DIMS is our licenced discretionary investment management services firm which undertakes the investment management of any client investment strategies.
We are not an issuer of investments or financial products and we are fee based only.
We provide three key services: