18 February, 2019

Helping Lewis and Phoebe lay foundations for the future


‘Investing felt pretty daunting at first but Kyle made it really easy. It’s great to have a foothold in both the property ladder and the share market, so we can make sure we’re building a good future for ourselves and our future kids.’  - Lewis, Jarden wealth client, Wellington

Lewis

My wife Phoebe and I are both in our mid 20s. We bought our first home a few years ago and since then most of our time and effort has gone into renovations.

In 2019 we decided it was time to diversify our investment portfolio. We’re both pretty new to the share market. We’ve had a bit of a dabble with online funds, but right now we wouldn’t trust ourselves to invest in individual companies.

We reached out to Kyle because we felt it was important to have an expert to guide us and make sure we’re not throwing our money away.  I know Kyle personally and as he’s a similar age to us, I felt he could oversee our investments for the long term.

Before we even signed up, Kyle had mapped out what an investment portfolio could look like for a couple in our position, how we could build it up over the next two years and adjust our strategy from there. It was good to see what our financial position might look like if we start investing now, and also to understand how the market has tracked historically, so we can take a long-term view of the ups and downs.

Investing felt pretty daunting at first but Kyle made it really easy. It’s great to have a foothold in both the property ladder and the share market, so we can make sure we’re building a good future for ourselves and our future kids.

Kyle Edmonds, Wealth Adviser 

I met Lewis a couple of years ago at a networking function for young professionals. We share mutual friends and interests, so we kept in touch. When Lewis and his colleagues started the Maori Business Network here in Wellington, he invited me to get involved too. It has been a great relationship and we’ve been able to refer business to each other.

Lewis came to see me in early 2019. With interest rates so low, he and his wife were keen to look at other investment opportunities as an alternative to paying down the mortgage.

We’ve talked about investing for the next 30 years or more, putting a steady amount in each year and building for the future. I’m doing something similar for myself, so I’ve been able to share my experiences. I’m proud that we have the flexibility at Jarden to take on clients like Lewis, who don’t have a huge nest egg yet, but want to lay the foundations of their portfolio for the long term. That’s not the case in every firm.

It’s easy for there to be a disconnect between your personal and professional life, but I’m happy to say I now consider Lewis a friend as well as a client. He respects Jarden and my abilities so he’s put his trust in me, and shared his finances with me. I appreciate that.

We both look forward to see where we can take their portfolio and our friendship over the next few decades. 

News & Insights

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Advising Through the Circle of Life

17 February, 2019

‘I’m fortunate that my story fits the ideals of a young person, where you start young, take risks, hopefully make a success in life and then sit back and enjoy the rewards’  - Denis, Jarden wealth management client