I offer a completely bespoke, fully Individualised, tailored Investment, Insurance, and KiwiSaver solution to meet all Personal Financial Planning needs.
I look forward to helping you with the opportunity to manage and achieve your future goals. Vision Statement. "To offer the best One-to-One Personal Financial Planning Advice in New Zealand, ensuring Clients know that they are truly treated as Individuals".
Operating as usual
Port of Tauranga Results - Container Volume up 3.4%
Bubs Half Year Results Presentation – Continued Momentum and Scale, Net Revenue up 39% on pcp
Air New Zealand Solid Revenue Performance in 1st Half
Vista Group Solid 2nd Half Performance
A2 Milk Half Year Profits Better Than Expected
Bubs Record Announcement!! - https://mailchi.mp/566c4036bde8/bubs-record-announcement
Bubs Australia Ltd New Strategic Partnership with Kidswant China - https://mailchi.mp/66938a484cef/bubs-australia-ltd-new-strategic-partnership-with-kidswant-china
Alistair Bean & Assoc's Financial Services Ltd's cover photo
AuMake International Ltd March 2019 Investor Update and Strategic Outlook
A2 Milk Record Breaking Results to Dec 2018
Port of Tauranga Posts Strong First Half Performance
[02/17/19] Port of Tauranga Posts Strong First Half Performance to 31 December 2018
A2 Milk a Winner on Alibaba's Singles Day
Overview Of Outstanding Results For A2 Milk For Year Ended June 2018
Adviser Milking Big Returns For Clients
A2 Milk hits the supermarket shelves in New Zealand.
stuff.co.nz Consumers can now buy fresh A2 milk in North Island stores under Fonterra's Anchor brand.
Alistair Bean & Assoc’s Financial Services Limited, announces…
“Guaranteed No Fee increases for Investment Portfolio Clients for Life”* for all Existing and New Clients whilst invested with Alistair Bean & Assoc’s Financial Services Limited, from the date of Investment (does not apply to further fee promotions).*
Financial Advisers who charge percentage fees operate in one of the few Professions where if performance goes down, less fees are charged by the Professional, relative to their performance for Clients.
This is the fourth fee reduction or limitation since the Inception of the Company that Clients have enjoyed.
Alistair Bean & Assoc’s Financial Services Limited only charges Investment Portfolio Clients an agreed percentage Implementation Fee, Additional Funds fee and On-going Monitoring Fee with no other fees charged by the Company.
The fees charged range between 1% and 2% of the value of funds invested dependent upon amount deposited.
*Whilst Fund Manager fees, brokerage fees and admin fees are still charged by third parties, Alistair Bean - Managing Director, Chief Investment Officer and Principal Authorised Financial Adviser of Alistair Bean & Assoc’s Financial Services Limited, wished to restrict the fees his Company charged by further placing his Clients interests first again, by limiting fees charged and to maximise returns for Clients for the life of the funds invested. These fees are fixed and are now guaranteed not to increase for life, effective from this notice.
Alistair Bean who has been in Business for over 5 years after a 32 career with a major Bank, has constantly looked for ways to improve value for Clients to place their interests first, since his Company began and this is now the fourth reduction or limit in costs that has occurred for his Clients.
Firstly was a reduction in GST (after the administration effect was applied, once the IRD ruling occurred), then with a move to Consilium for Clients last year, saw a reduction in admin fees occurring. Alistair Bean then also negotiated a reduction in brokerage costs for shares and bonds with FNZC and has now introduced the aforementioned “Guaranteed no fee increases by Alistair Bean & Assoc’s Financial Services Limited for Portfolio Clients for life” for Implementation, Additional Funds and on-going Monitoring Fees as agreed at Engagement of the Investment Portfolio for existing and new Clients.
Alistair Bean was the first Authorised Financial Adviser in New Zealand to achieve (PDIMS) Status, Personalised Discretionary Investment Management Services.
Alistair says that this has allowed him to place his Clients interests first to allow him to truly treat them as Individuals. He says that he is constantly looking for ways to improve returns for Clients and reduce fees. PDIMS and fee reduction and limits has allowed him to continue to achieve this.
All Clients have annually been recently surveyed again for the 2017-2018 Financial year and all Clients gave a unanimous 100% overall Excellent score.
Alistair Bean, recently quoted by Asset Magazine as “The Millionaire Maker”, created performance returns for all Clients at record levels for the 2017-2018 year. Averages have now exceeded 30%pa. gross after fees for 5 year returns. A focussed approach of constant individual monitoring and Investment research has allowed these results to continue to occur.
Alistair’s number one goal for Clients is, - “to earn sufficient wealth relative to your needs, so that time is no longer an issue.”
Alistair looks forward to placing the Clients interests first while running a very successful business.
You can contact the author at the below details
bloomberg.com Word of Nestle SA’s arrival in a corner of China’s infant formula market sent a2 Milk Co.’s stock price tumbling 10 percent last week, enough for its second largest shareholder to jump back in.
A2 Milk CEO Responds to Market Commentary
Vista Group Limited Annual results sees 20% lift in Profits
AuMake Successfully Launches Australia's First Daigou Hub - Haymarket Sydney
Vista Group Continues Its Stellar Run
A2 Milk results once again ahead of Expectations !
A2 Milk enter into Comprehensive Strategic Relationship With Fonterra
Vista Group Increases Stake in Vista China
Bubs Australia signs agreement with Chinese E-Commerce Giant JD.Com
Bubs Australia - Infant Formula Ranged in Woolworths.
AuMake Australia Surges 25pc
A2 Milk Update to end Oct 2017 with Forecast for 2018
Link to A2 Media Centre
Please click on the link below to view the latest update for A2 Milk Company Limited. This includes the FY2017 highlights and the FY2018 Update (Prior to 21 Nov 17, AGM Sept 17 results).
Selwyn House School
Opening night for Shrek The Musical Jr is SEVEN DAYS away!
Special thanks to the following organisations and businesses which have supported the production this year!
SHPA : Selwyn House Parents Association, SHOGA: Selwyn House Old Girls' Association, Leeding Sign Design, Craigs Investment Partners, BNS Design and Print, Alistair Bean & Assoc's Financial Services Ltd, TMT Construction Ltd, Pye Produce Limited and Christchurch-Accommodation
For more information about the production and to secure your ticket, please visit www.selwynhouse.school.nz/shrek
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|Friday||09:00 - 17:00|
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