About Us
NEWTON ROSS provides independent investment planning and ongoing financial advice services to higher net wealth investors, charitable trusts and corporate investors. NEWTON ROSS is licenced by the Financial Markets Authority as a Financial Advice Provider (FSP#8141).
Our core attributes are:
- Independence and Objectivity
- Personal Focus
- Inherently Conservative
- Excellent Investment Track Record
Our Clients
Our clients are typically higher net wealth investors comprising:
- Individuals & Families
- Charitable Trusts
- Iwi
- Companies
- Superannuation Funds
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:
- Investment Planning and ongoing financial advice
- Investment management undertaken by our investment arm NZ DIMS
- Asset consulting for Charitable Trusts, Iwi and Institutions
© Copyright 2021 NEWTONROSS, all rights reserved.