ABOUT
S.AG Private & Co Limited, our consultants and advisers have many years of experience in the New Zealand Financial Markets, in a variety of roles, with a number of major corporations. We work together with the shared belief that we can offer clients a more personal service by understanding their needs and using our experiences and contacts, but most importantly by putting clients’ needs first.
S.AG Private is a registered Financial Service Provider (FSP301946) and is regulated by the Financial Markets Authority.
STRENGTH & SECURITY
We prioritise integrity, responsibility, and transparency to secure our clients' trust. Building strong client relationships is essential to our success.
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Our business model relies on financially robust partners for key operations. Independent custodial and reporting functions are central to our service. Client investments are held in bare trust with Investment Custodial Services Limited and managed by Aegis (MMC, APEX Group), ensuring all assets are held for the beneficial owner. Clients can access their portfolios through the custodian's online portal, which provides real-time asset valuations, transaction records, and comprehensive tax summaries.
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We adopt industry-standard security measures to protect client data. Our CRM system, X-Plan, is owned by IRESS Limited, a A$2 billion ASX-listed company, offering confidence that personal records are securely managed and accessible.
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All client funds are directly transferred to the custodian, ensuring that investments and any cash redemptions are processed securely, with funds returned only to the client’s nominated bank account.
INVESTMENT PROCESS
At S.AG Private, our investment process is designed to align with each client’s unique aspirations and financial objectives. We dedicate time to understand individual needs before crafting a bespoke strategy tailored to achieve their goals.
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Prior to executing any investment plan, clients establish accounts with both the custodian and S.AG Private, a process we streamline to ensure a seamless experience.
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Central to our methodology is the development of an optimal asset allocation. Leveraging insights from premier global research institutions, our asset allocation specialists and advisers construct strategies that are rigorously evaluated and refined over time to remain aligned with market conditions and client aspirations.
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Regular reviews form a pivotal part of our commitment to excellence. Whenever possible, we meet personally with clients to assess progress and recalibrate strategies as needed. Additionally, we ensure annual confirmations from our clients to validate that their investment objectives remain appropriate and aligned with their evolving priorities.
