Christchurch
New Zealand
 

 

Nurture your savings and enjoy your retirement.

Most of us dream about watching our savings grow, and enjoying a worry free, financially independent retirement.

When the investment world around us seems to be on a roller coaster ride, it's easy to worry about inadequate investment income in our later years.

Oxford Investment Services' excellent record in investment means that you can invest confidently, and our committment to friendly, personal service makes investment an enjoyable and rewarding experience.


A level of service hard to find.

Because of our "boutique" nature, our clients receive an exceptional level of service.

We enjoy developing solid relationships with our clients and get a great deal of satisfaction out of performing well for them.

When you invest with Oxford Investment Services you will have the opportunity to:

  • Meet and develop a relationship with the people responsible for making decisions with your funds.
  • Enjoy an investment portfolio tailored to suit your personal "risk profile" and preferences.
  • Receive regular, detailed reports of your portfolio's performance.

An investment approach that achieves results.

The sage old saying about the dangers of putting all your eggs in one basket is very true in investment.

With Oxford Investment Services, your "nest eggs" will be invested in a variety of different ways - optimising both your growth opportunities and your exposure to risk.

· Equities

New Zealand, European, Austalian and other overseas shares, selected for their fine management and growth potential.

Our sharemarket investments are managed within New Zealand by a talented New Zealand analyst, who understands the global market from a Kiwi perspective. He repeatedly picks high performing stock, basing his decisions on personal knowledge of the people and businesses in which he invests.

· Property

Wholly owned, interesting New Zealand properties, selected for their ability to make low risk, optimal return.

Our approach to property investment is different from most others in that our clients collectively own specific properties.
Specifically, our approach involves:

  • Sourcing our own investment properties.
  • Putting together the structure of the investment.
  • Financing the investment.
  • Taking directorships and managing the investment through to maturity.

With this level of accountability, we are committed to making each investment work. Thus we have developed a number of unique tools, in particular a unique debt equity formula, to optimise the results we achieve for our clients.

· Fixed Interest

Capital notes and secured deposits, mainly local South Island companies, selected for providing long term security and excellent results.

A significant proportion of our retired clients prefer fixed interest investments. We have developed an exceptional model for the analysis of financial statements of the "borrowing entites" (the companies in which we invest at fixed interest rates) and we only recommend those in whom we have confidence.

We publish our own fixed interest schedule.


An outstanding investment experience!

Your money will be managed by a small team who have an excellent track record for talented investment. They take a personal interest in your investment, and have time for in-depth research and considered decision-making for Oxford's quite select clientele.

We invite you to become part of our "investment family" in which your needs are respected and your "nest egg" is personally looked after.

For more information, click here.