Wealth Management

What is TNP Wealth Management?

TNP Wealth Management is a portfolio construction, research and administration solution to provide our members with the skills, knowledge and tools to design, build and manage world class investment portfolios for their clients.

Regulation and compliance have become a fact of life for all advisers with particularly high levels of scrutiny being placed on investment advice. Advisers providing investment advice are now required to demonstrate an in depth understanding of the investment markets showing due process and a well-structured and documented approach to their investment recommendations.

TNP Wealth Management provides the foundation to do this. Our service is designed around the specific needs of   non-aligned financial advisers. The framework comprises an underlying foundation delivered via a continually evolving suite of tools, utilities and services  with which advisers can build a portfolio construction and administration solution that meets the needs of their practice and their clients.

Feel free to look around the site and, if you would like more information about TNP Wealth Management and how it can benefit your practice, please contact David Yates, head of TNP Wealth Management on 0508 367 867 or davidy@tnpnz.co.nz