Business services

We are dedicated to achieving the best outcomes for our clients in terms of their wealth, investment and business interests. We have developed key service areas to enhance the service and value we are able to offer all clients. These include:

Investment services

Looking for analysis and assistance to buy/manage shares in global companies? Use our advisory stock broking service to setup a broker and SIPC protected account.

Financial planning

We can assist in determining the best framework to structure your investments in relation to our DIMS product (global share portfolios). We do not provide situation specific financial advice but can refer you to a financial advisor to discuss your personalised needs.

Investment review

Is your current investment manager delivering what is needed? Is your portfolio providing the income or growth you require? Commission a wholesale independent review with Vistafolio on your current investment strategy.

Tax service

It's important to consider your tax obligations when planning to invest in global shares. We can help you structure your affairs and complete the necessary returns. We also offer a tax agent service if required for your family trust or investment account.

Business services

As a legacy of our consulting business, we provide a range of planning, marketing, media buying and online services to assist our clients move forward their business interests. These range from advice and assistance with websites and marketing through to preparing plans for business investment. Our connections span Europe and New Zealand.

Fees & Charges

Please contact us for an initial discussion and quotation on your needs. Our hourly rates for planning and business services range from $40 (associate) to $400 (partner).

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