Investments & Wealth Management

The Right Investment Strategy Can Change Your Life

Whether you’re looking to build long term wealth, create residual income or seeking KiwiSaver advice, the key to investment strategy is knowing what you want out of life – and an adviser with the experience to help you get there. 

I’m Brett Sargent, the founder of Windsor Wealth. I’ve been investing my own money since I was 23. Along the way I learned the importance of having a clear plan, structuring your investments well, keeping your emotions in check and staying the course. I made mistakes, but overall I made solid choices that have given my family long-term financial security. 

Now, my team and I help others do the same. No matter what your circumstances, you’ll be amazed by what you can achieve with good advice and a sound investment strategy.

My ultimate goal is to see you invest your money so well that you have a better retirement than your boss.

Sounds good right? Together, we’ll design an investment portfolio that works for you. Your plan may involve finding a powerful KiwiSaver fund, building a share portfolio, investing in managed funds, investment property, savings or a combination of all of these things.

You don’t need a lot of money to start investing well. You just need to start.

Give me a call on 021 222 0700 to discuss your life goals and let’s make a plan to get you there.

Trust me, your future self will thank you for it. (Your boss? Not so much)

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Investment & Wealth Management FAQs

Start talking to us. We help you understand how much income you need in retirement, and then figure out the right plan to get that income.

Kiwisaver is the New Zealand superannuation scheme. If you are employed you can contribute 3%, 4%, 6%, 8%, or 10% and your employer will need to contribute at least 3%. The government will chip in with $521 each year so there is some free money to be had, and the long-term results are astonishingly good.  The funds are accessible as a lump sum at retirement age. You can choose from 34 funds. Most people just go with their bank but it is better to go with an investment specialist. Talk with us to get your investment selection right.

You can look at long term performance, but you need to look at more. The reason is that investment performance fluctuates and so you need to understand the investment process, and then stick with the investment process. Performance chasing is the enemy of compounding returns.

Give me a call 021 222 0700 and let’s talk about your scenario.

Give me a call on 021 222 0700 to discuss your life goals and let’s make a plan to get you there.