Collinson & Co Ltd

Collinson & Co Ltd offers expert financial services in Auckland. With years of experience, we deliver tailored investment solutions for individuals. We specialise in financial investments in a professional and welcoming environment. Our focus is on building sustainable investment foundations.

WHO WE ARE:

• We are an independently owned firm, working exclusively for our clients with no exceptions.
• Our team has extensive experience in providing best advice on building investment portfolios to meet individual clients’ goals and objectives.
• We centre our experience and skills on providing tailored investment solutions, rather than selling investment products.

WHAT WE DO:

• We provide investment advice and guidance on building sustainable investment foundations.
• Our services include investment portfolio construction, asset allocation, and investment selection.
• We support a diversified approach that includes a variety of asset classes, geographical areas, and investment techniques.

WHY CHOOSE US:

• We work in partnership with our clients, taking the time to understand their background, experience, preferences, and goals.
• Our approach is anchored in a long-term perspective, with a focus on persistence and resolve to maintain investment even when markets decline.
• We prioritise our clients’ success, striving to put their interests ahead of our own in all things.

FAQ
1. What is your approach to investing?
We support a diversified approach that includes a variety of asset classes, geographical areas, and investment techniques, combining knowledge of asset allocation, investment selection, and portfolio construction with our prognosis for the global economy.

2. How do you build investment portfolios?
We work with each client to understand their goals and objectives, and then construct a tailored investment portfolio that meets their individual needs, using a combination of asset allocation, investment selection, and portfolio construction techniques.

3. What is your investment philosophy?
Our investment philosophy is anchored in a long-term perspective, with a focus on persistence and resolve to maintain investment even when markets decline, and a commitment to putting our clients’ interests ahead of our own in all things.