Portfolio Management, Taxation, Rental, Tax Smart , Penrose, Auckland, New Zealand

09 630 5222

Appendix 1

Product Providers I May Use And The Rate Of The Remuneration I will or May Receive For A Particular Product

	Upfront		Trail
Product Providers	%	%pa	to	%pa
Platinum Asset Management	0%	0%		0%
Hunter Hall	0% - 5%	0%		0.35%
Mint Asset Management	0%-5%	0%		0.5%
BT Funds Management	0%	0%		0.35%
MLC Investments	0%	0%		0.35%

Financial Planning

Our focus is always on you and your needs. Because we prefer to work for fees rather than commissions you can be confident that we are working in your interests.