Saturn Portfolio

Saturn Portfolio is an independent Financial Advisory Firm, founded in 1988 on a philosophy of Trusted Impartial Advice.

We develop long-term relationships based on mutual respect to become our clients’ independent and trusted Investment Advisers.

We provide financial planning and portfolio management advice to individuals, professionals, trusts and companies, using impartial analysis tools to assist in developing your plan.

Since 1988 our Advisers have assisted clients to evaluate their personal financial goals, retirement income needs, estate planning requirements, wealth management opportunities and, latterly, KiwiSaver schemes.

We take the time to listen to and enhance our clients’ financial knowledge during the six step financial advice process, giving you the knowledge, confidence and support to make your own financial decisions.

Our advisers are all Authorised Financial Advisers (AFA) and are bound by a code of conduct. From 1st July your adviser will not be able to provide tailored investment advice without this designation. A disclosure statement is available, on request and free of charge.