Sarah Delany - Your Investment Adviser

Your independent Authorised Financial Adviser (AFA)

 

An Independent adviser does not have any preferred links to a company and is not compelled or incentivised to sell certain products. You pay for services, the same way you'd pay an accountant or lawyer.  In most cases, you still will be saving a lot of money in fees by using cost-effective, efficient investment strategies.
Call Sarah for an obligation free chat on how this may work for you.

 

My Philosophy: Investing. With Integrity.
 

My philosophy is to provide advice that's honest, and in your best interest. I will explain things to you in plain English so you understand where your money is going. I will provide you with cost effective investment options with up to date applications, minimising red tape and jargon. As well as a comprehensive list of investment options, I have a passion for ethical investments and provide KiwiSaver and investment options if you wish to invest in this area.

 

 

All fees will be disclosed to you before we conduct business together.

A disclosure statement is available free of charge, upon request.

For compliance of AFAs and investments, see www.fma.govt.nz.

© 2018 Morton Delany. All rights reserved.

A disclosure statement is available free of charge upon request.