Investment planning

Making your hard-earned money work for you is the key to sound investing. So how can you give yourself the best possible chance of achieving your goals?

Whether you're investing for your retirement, or saving for something special, S W Morris and Associates provides professional advice every step of the way.

Our team can review your current and future needs and create a tailor-made investment plan that can help you move comfortably from where you are today to where you want to be tomorrow.

As an AMP Adviser Business, S W Morris and Associates is permitted to provide advice in respect of the products on the AMP Approved Products List. When you invest you want to make sure that you choose an experienced investment provider that has operated through many economic cycles. AMP has been a leading provider of financial products in New Zealand for over 150 years.

The AMP Approved Products List offers a range of investment products from leading providers across Australasia, meaning you can choose investment products that suit you and your own unique goals.

WealthView, our preferred platform for your investments, allows you to build and manage wealth on your terms. It’s a personalised investment portfolio service that gives you access to a range of managed funds as well as direct investments in shares, bonds, cash and other products. With online access to your account, you can check on the performance of your portfolio anytime.

We use Mercer Investments as our independent research and consultancy service provider. Being a global firm with a New Zealand based investments team; Mercer has in-depth knowledge of the New Zealand market and fund managers. Mercer and the AMP Investment Committee review all approved investment providers to ensure they continue to meet the set standards.

At S W Morris and Associates, we believe you have the best chance of achieving your financial goals if you plan for success with the help of our qualified team. Contact us today to share your goals and let us help you achieve them.