Alistair Bean & Assoc's Financial Services Ltd

Alistair Bean & Assoc's Financial Services Ltd

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!! - 27/06/2019

Bubs Australia Ltd New Strategic Partnership with Kidswant China

Bubs Australia Ltd New Strategic Partnership with Kidswant China -


Alistair Bean & Assoc's Financial Services Ltd's cover photo 06/03/2019

AuMake International Ltd March 2019 Investor Update and Strategic Outlook 19/02/2019

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


Overview Of Outstanding Results For A2 Milk For Year Ended June 2018 01/08/2018

Fonterra offers A2 fresh milk in New Zealand stores

A2 Milk hits the supermarket shelves in New Zealand. Consumers can now buy fresh A2 milk in North Island stores under Fonterra's Anchor brand.

[06/25/18]   Media Release

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 15/04/2018

Bubs Current Results to 31 March 2018 15/04/2018

Bubs Investor Briefing 11 April 2018 04/04/2018

Top Investor Buys More a2 Milk Stock After Selloff on Nestle 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 29/03/2018

Vista Group Limited Annual results sees 20% lift in Profits 13/03/2018

AuMake Successfully Launches Australia's First Daigou Hub - Haymarket Sydney 27/02/2018

Vista Group Continues Its Stellar Run 20/02/2018

A2 Milk results once again ahead of Expectations !


A2 Milk enter into Comprehensive Strategic Relationship With Fonterra 19/02/2018

Vista Group Increases Stake in Vista China 19/02/2018

Bubs Australia signs agreement with Chinese E-Commerce Giant JD.Com 13/02/2018

Bubs Australia - Infant Formula Ranged in Woolworths.


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



1Level 1, The Awly Building, 293 Durham Street

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
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