Money is the tool that helps you achieve your goals,
and our role is to provide you with the best available
financial advice
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Disclosure Statements

Our Working Style

Our job is to let you enjoy your life without unnecessary financial worries. We help you to decide the best way to apportion your income and maximise your assets to achieve what is important in your life.

If you are looking to accumulate assets for your future lifestyle, we can set up a regular investment programme.  Conversely, if you have received a sum of money from a super scheme, inheritance, matrimonial settlement or sale of a business or property, then we can recommend an investment strategy for long term growth and/or a regular income stream.

We offer a highly personalised and professional level of service, and because we understand our clients so well, it is perhaps no surprise that we have relationships that go back almost two decades.  Many of our clients are overseas and thanks to our Investment Management Service they know their financial arrangements are in safe hands: a phone call away.

Stuart + Carlyon provides the assurances normally associated with much larger firms. For the custodial care of your money, we employ the expertise of Aegis Ltd, a wholly owned subsidiary of ASB Bank Ltd. To preserve our independence, we have chosen to source our research from a range of investment houses and share broking firms.

Our fees are as follows:

          Advice and Implementation
          $300 per hour + GST

          Ongoing Advice and Reviews
          $300 per hour + GST

Investment Management Service:
We charge a retainer fee which covers investment monitoring, administration and reporting; general financial advisory services; and liaising with other professionals such as accountants and solicitors. This is usually charged as a percentage of funds under management.  The fee is scaled to reflect time engaged annually and ranges from 1.0% pa to 0.30% pa + GST depending on complexity.

Our Working Style