You'll find that the bank will not provide much on your savings or term deposits due to historically low bank interest rates. We provide a broad range of investment options that should produce much superior returns and help you achieve your regular income or retirement savings goals. To learn how we may assist your money earn more returns than the banks, contact us right away.

Depending on the provider where your money is invested, and when we get your signed instructions, we can help you with the necessary paperwork and speak with the fund provider on your behalf.

Your money is often maintained in an independent custodial account run by a third party that has been designated to provide custody services to the specific provider, depending on the provider we choose to invest your money with. This guarantees that client funds are totally segregated from Diligent Wealth's commercial operations. Also, the custodial account is designed to keep all assets, including bank accounts, separate from the specific custodian's business. The custodians keep an eye on the investments to make sure they are in line with expectations for investors. Annual audits of the custodians are typical, and the FMA also requires reporting.

There is a chance that your investment may underperform your expectations, that you will suffer some short-term losses, or possibly lose all of your money. To attain your goals, you must be willing to accept a certain amount of risk. At Diligent Wealth, we'll work with you to determine the amount of risk you're willing to accept and help you invest your money properly.

Yes, you must pay taxes on the income you receive from your investments. But, we offer a variety of investment funds that are Zero-Rated PIE, which means you will only pay taxes at your prescribed investor rate rather than your personal tax rate.

Indeed, we offer a variety of investment choices that may be tailored to your needs and that frequently offer greater returns than a standard savings account or term deposit.

Yes, there may be a minimum initial commitment required depending on the supplier.

We work with you to make sure you get the most current, pertinent information when choosing which fund to invest in since evaluating the funds that are accessible may be a difficult undertaking.

Absolutely, we have a number of suppliers that give monies that are invested ethically and responsibly. These funds avoid making investments in the production of cigarettes or weaponry. If ethical investment is a top priority for you.

If you have a problem, issue, or complaint, please get in touch with us here in the first instance. We have an internal complaints process.

As part of our ongoing partnership, we will continuously monitor your investment funds to make sure that your needs are being fulfilled. All of our investment providers provide frequent information on how your investment is performing.

The majority of suppliers offer quarterly and annual reporting; however, at Diligent Wealth, we can assist in producing reports for you as needed. The majority of companies feature an online interface where you may monitor your investments whenever you want.

For a free, no-obligation consultation, contact us now. We'll talk about your investing objectives and the choices we have to support them.