SERVICES WE PROVIDE

Morgan Taylor Limited provides advice to clients on their investments and retirement planning needs. We offer an ongoing service which includes investment portfolio design, monitoring and reporting.

We can also provide clients with a Personal Financial Planning service which may include some or all of the following services:-

• a needs analysis in the areas of debt and cashflow management
• an income protection needs analysis
• a life insurance needs analysis
• an estate and tax planning needs analysis
• an analysis of personal goals and how best to achieve them. 

This firm also provides an ongoing investment planning service which includes regular monitoring and reporting on our clients’ investment portfolios.

All the services we offer are geared to helping clients achieve their own personal goals.

PRODUCTS WE CAN PROVIDE FINANCIAL ADVICE ABOUT

We provide financial advice in relation to the following products:-

• A wide range of NZ and Australian based managed investment products including Exchange Traded Funds (ETF’s).
• NZX50 and ASX200 shares.
• NZ Government and corporate bonds.
• A wide range of KiwiSaver schemes.

This firm does not sell insurance or mortgage products.