Client Area

Independent Financial Advisors 

Visitors

To view an example of our research please click on the link below

Research

We are fee based advisors and don't take commissions.

We support the following charities:

Moko Charitable Trust, Forest & Bird, Orca Research, Woman's Refuge, Westpac Rescue Helicopter,

The Salvation Army, SPCA, Citizens Advice Centre, Rape Crisis Centre, Caniwi Capital Victims Trust,

& Whakatane Food Bank

 Disclosure Statements

Advisor Disclosure Statements for Private Asset Management, Graeme Tee Financial Services, Brent Sheather, Graeme Tee and Broker Disclosure Statements pursuant to the Securities Act 1988 and Securities Markets (Investment Advisers and Brokers) Regulations 2007 are available upon request free of charge by contacting:  

Private Asset Management Ltd

1st Floor NZ Post Building

Corner Commerce St & The Strand

P O Box 244

Whakatane

New Zealand

Telephone 07 3070430  /  0800 802345  Fax 07 3070918    Email:  Info@cpam.co.nz

Request a copy of our Client Application Form including our General Terms & Conditions