Business services

We are dedicated to helping achieve the best outcomes for our clients in terms of their wealth, investment and business interests. As a leading provider of managed investment accounts, we have developed complementary service areas to enhance value. Either directly or through our network, we offer custom investment services, investment reviews, a tax agent service and other related business services.

Investment services

Vistafolio provides managed investment accounts to Eligible or Wholesale Investors based on our proven investment strategy. These accounts are operated on a discretionary investment basis. For larger or institutional investors we can also provide an advisory investing service and offer analysis and assistance to buy/manage shares in global companies.

Financial planning (wholesale)

We can assist in determining the best framework to structure your investments in relation to our investment products. We are a specialist investment manager with a focused investment strategy and trust service to support wealth management. We are registered to provide wholesale financial adviser services.

Investment review

Is your current investment manager delivering on your investment objectives? Is your portfolio providing the income or growth you require? Commission a wholesale independent review with Vistafolio on your current investment strategy and we will provide an analysis on its performance, risk profile and market outlook.

Tax service

It's important to consider your tax obligations when planning to invest in global shares. In conjunction with our accountant we can help you structure your affairs, complete the necessary returns and offer a tax agent service if required for your family trust or separately managed 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 rates for planning and business services are competitive.

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