Left Container Shadow - Spratt Financial Services
      Spratt Investment Services
Head Office
Level 1, Spratt Financial Centre
3 Morton Street
Freeman's Bay 1010
Phone 09 307 8200
Fax 09 307 8204
Mail Address
PO Box 99481
Newmarket
Auckland City 1149
Email: enquiry@sprattfinancial.co.nz
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Investment Services

Our Investment Expertise

At Spratt Financial Services, your future prosperity is our goal. To help you achieve it, we offer you cutting edge services, including industry leading investment advice, long and short term portfolio management as well as the best in kiwisaver and superannuation. Our investment team are here for you, and with us on your side, you can be assured your financial future is in the best hands.

Helping you make the best investment decisions

Investment planning is a crucial part of securing financial prosperity, and the benefits of smart investment can be huge. Our investment advisers provide sound, research based investment information for individuals, family trusts and businesses. Spratt Financial's investment team has helped Kiwis from all across the country maximise their investments and secure their future with proven results. Whether you are in need of a short term or long term investment solution, our team of professionals is ready to help.

Whatever your unique circumstances may be, we have fully qualified and experienced advisors to assist you make the right investment choices. We specialize in tailoring solutions which are exclusive to you. Our investment information is fully researched and monitored by an independent research house, ensuring you the best and most up to date information.

Our services include:

  • Regular investment and savings programmes.
  • Investment of lump sum amounts.
  • Full pre and post retirement investment modelling.
  • KiwiSaver.
  • UK and Australian Pension Transfers. 
We guarantee to always offer to you the best possible combination of investment strategies. We will work with you to determine whether your strategy suits one of our model portfolios or whether we need to tailor make a portfolio specifically for you. At Spratt Financial Services, we have adopted a disciplined six step process to ensure your recommended investment solution has an optimal allocation of assets.

Our investment team can help you:

  • Begin saving for retirement or establish a kiwisaver.
  • Customise a retirement plan that works best for you.
  • Maximise a lump sum investment.
  • Tune up your portfolio for the best results.
  • Transfer an existing overseas pension.
  • Achieve your savings or debt reduction goals.

Can we help you? To find out, simply use our contact form to request a completely free and no obligation initial consultation. You could be taking the first step to taking your investments to the next level.

Meet Our Investment Team

For more information on how Spratt Financial's team of investment advisers can assist with managing your investment portfolio, use our online contact form here, contact us by email at enquiry@sprattfinancial.co.nz or by calling 09 307 8200.