Services

Investment Advice

When Kingfisher makes a recommendation, we provide our reasoning in a sequential and concise way. We like to explore options, and we encourage our clients to ask questions and to actively contribute to discussion. Our role as investment advisor is to assist our clients in making collaborative decisions with us, rather than making decisions for them. 

Tax aware investing

At Kingfisher we provide direct investment which creates a degree of flexibility in regards to the realisation of capital gains tax and the gathering of imputation credits.  

Our clients have little interest in mutual funds or other structured securities. They have no desire to be an anonymous unit holder in a mutual fund. They do not want to be managed in a generic way but want the process personalised, at Kingfisher we ensure every client has a clear and tailored investment plan.

“Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it” Albert Einstein.