INVESTMENT consulting

 

Risk assessment and objective setting

Selection of investment managers

Review of investment strategy and Statement of Investment Policy & Objectives (SIPO) / Investment Policy Statement (IPS)

 

Market research

Governance

Performance monitoring and attribution analysis

 

ACTUARIAL consulting 

 

corporate superannuation

Actuarial valuations

Benefit design

Master trust selection and implementation

Selection of third party providers: insurer, administrator etc

Kiwisaver

Retirement savings policies for corporate countries

 

Insurance

Actuarial valuations for life, health and general insurance

Product development

Premium rate reviews

Financial projections

 

specialist actuarial valuations

Property Relationships Act

DOWNLOAD OUR MATRIMONIAL VALUATION REQUEST FORM

Life Interests and Reversions

Loss of earnings

Long service leave

Gratuities

 

Financial modelling/projections

Demographic

Discounted cash flow analysis