Build a global portfolio of shares in quality companies, and you could achieve financial independence sooner than you think.
Financial independence is the ability to support your lifestyle when you’re not working. It gives you choices. Our firm is dedicated to helping you and your family achieve financial independence and secure your future.
For those already secure, we can help you achieve the icing on the cake – financial freedom, perhaps to travel more or help others.
How do we do it? How can you retire sooner? You can start from as little as $10,000.
We’re the first fund manager to provide managed investment accounts in your name to build and manage a portfolio of global shares. We use technology to make managed accounts available to a wide range of investors, not just institutions or wealthy clients. It’s no wonder that managed investment accounts are the preferred way to invest by large banks, insurance companies and family offices.
Many New Zealanders invest in local property to help them retire sooner and there are property and investment coaching companies that encourage this.
There are many reasons however as to why good quality global shares can be a better investment:
Capital growth from shares has matched capital growth from property over the long term. $10,000 invested in shares in 1980 was worth $484,000 by 2016, while in property it had grown to $335,000 (Reserve Bank figures).
Shares we invest in usually pay regular dividends of around 3 to 9%. While this may match gross yields from property, when you consider rates, repairs, maintenance and unforeseen vacancies, dividend yield from a good company is usually much stronger.
Property, particularly if it is in the same neighbourhood as your family home is a poorly diversified investment. Rather than spreading over different shares in different markets, all your eggs are in one basket. The real possibility of a volcanic eruption in Auckland for example could slash values over night.
Global shares allow you to enjoy income and capital growth, diversifying across different countries, foreign exchange opportunity, markets, sectors and industries. For example, we invest in opportunities in mining, pharmaceuticals and shipping that are not readily available in the New Zealand market.
An investment in shares is an investment in a productive business that employs many people. An investment in a rental property takes away yet another home from a young person trying to get on the property ladder.
Learn more about financial freedom and how to calculate financial independence. Great investing is more than just retirement planning, it’s about becoming financially free. The sooner you start the sooner you can become independent.
You can start building a global share portfolio from as little as $10,000 and start working toward your financial independence today. Vistafolio's point of difference is that we help you build your own portfolio of shares in your own protected brokerage account, maximising opportunities from the time you invest without losing control to a fund. Learn more about our managed investment accounts.
The information within this site is issued by Angelo Partners Ltd to wholesale clients or eligible investors under the Financial Markets Conduct Act 2013 (FMC Act).
Angelo Partners Ltd is registered as a Financial Service Provider (FSP No. 596789) with the Ministry of Business, Innovation and Employment of the New Zealand Government.
In accessing this site, you certify that you are a wholesale investor and can meet one of the following criteria: