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Get Investing: Alistair Bean & Associates


Alistair Bean, Managing Director at Alistair Bean & Associates says, “it’s a great time to be investing in the stockmarket and managed funds”.

 

 

As a Financial Adviser, Alistair says, “It can be difficult to see past a media gloom fest. The current investment opportunities are driven by global low interest rates, a high New Zealand dollar and record global low unemployment. Company borrowing is therefore inexpensive, so debt can be repaid and money can be invested in things like infrastructure and staff, all of which helps to foster a growth economy.”

Alistair believes he has the right formula for expanding his clients’ wealth – just ask his clients, who have enjoyed absolutely stellar growth over the last number of years. Regulations restrict disclosing full data on investment returns, but it’s safe to say his clients’ base annual average return has gone a significant way into double digits.

“Making investment decisions for you so you don’t have to.”

From hour to hour, Alistair is paying very close attention to the subtle shifts in the market so that you don’t have to. “I take the stress of managing your investments from you – it’s a pleasure and a passion,” Alistair says.

“To make sufficient wealth for clients so that time is no longer an issue.”

After 37 years in finance, Alistair attributes his success to some basic investment principals he applies when contemplating promising assets to invest in:

• The share market rises and falls, creating buying opportunities for good shares at bargain prices. We aren’t followers when it comes to selling shares at a time when people should be buying. News in the marketplace always affects the values of shares. The key is having the strength to buy when others are selling at a discount, and being mindful of where a share price is in its cycle.

• The market has exponentially rewarded long-term investors. Despite major hurdles like world wars, recessions, oil shocks, Trump trade wars and Brexit, equities have still significantly outperformed property, bonds, cash and inflation. You need to be in the market and stay in the market with diversification still being the key.

Alistair travels the world to see investment managers, and spends many hours each day immersed in the business of researching investment opportunities, ensuring current investments maximise clients’ needs.

July saw Alistair Bean and Associates celebrating in style with their ‘client family’. After nearly seven spectacular years in business, they are thrilled to have moved into fabulous new premises in the city they love in Christchurch’s new West End Business Precinct. A client said to Alistair, “I was referred to you by my brother who raves about you. He was so happy, his partner and his best friend also invested with you, it’s like a family”.

“That’s how we like it to feel too, everyone deserves great investment advice,” Alistair says.

Disclosure documents are available, free upon request.

 


 

Helping grow your wealth: Alistair Bean and Associates


“I make investment decisions so you don’t have to,” says Alistair Bean of Alistair Bean and Associates – Financial Advisers. Alistair understands you want top-performing investments, but you’ve got better things to do than be hands-on managing your investments every day.

 

ALISTAIR BEAN & VICTORIA GIRVAN

 

While Alistair is an overachiever professionally, with 37 years’ experience and a proven record of great success, discretion and confidentiality a given, he’s certainly not a one-dimensional, dry as dust money-man. He’s a member of the Canterbury Board for Financial Advisers New Zealand, and even noted as achieving significant results that far exceed client expectations.

A keen member of Showbiz Christchurch since the age of 18, he’s directed for Riccarton Players, had TV appearances, performed on McPhail and Gadsby, and he’s a veteran of treading the boards. Alistair says, “this is a relationship business and I just happen to manage clients’ money”. Alistair loves hearing clients’ life stories, meeting their family and tailoring a bespoke investment portfolio. “I do what I do to help people grow their wealth so that they can realise their dreams too.”

With clients New Zealand-wide, Alistair is one of just six to offer personalised discretionary investment management services, which means making decisions for you so you don’t have to, plus he was first to receive this status from the Government. Demand is high, with few financial services specialising in seeing clients face-to-face.

“I provide the very opposite of the standard class management system where you join a group and all receive the same investment at the same percentage. I keep my client numbers low in order to be able to do one-on-one service, and I treat individuals as individuals – connecting their financial investments to their needs,” says Alistair.

Alistair’s staggering record of success provides the opportunity to add great value to your nest eggs, plus in his company you just can’t help but get interested in investing. He looks after private personal clients who need assistance with the management of their wealth for the short, medium and longer-term. “I’ll manage your personal investments, your KiwiSaver, and your personal insurances.”

While a typical day sees him investing private personal wealth for high net worth clients and their families, Alistair enjoys helping those wanting to move away from minimal returns of bank term deposits and the hassle of being a residential landlord, and towards the opportunity for big returns from domestic and international markets. “If low returns have left you a bit stuck, I can certainly help to change that.”

“Modern finance technology allows for very easy offshore investing where you might get a great percentage return. Volatility in international politics is providing Kiwis the chance to buy low and sell high, while domestically investing in equities contributes to the wealth of the nation by helping companies grow. Many local investments are not scary – examples such as utility and rest home companies provide likely good dividends,” Alistair says.

Investment decisions are fully researched – Alistair travels internationally visiting boardrooms and attending conferences to allow for this. Clients can access their records 24/7, while Alistair can run your investments when both he and you are anywhere in the world. “Don’t be scared to seek financial advice, it will give you the opportunities to exceed your expectations.”

Phone Alistair on (ChCh) 03 288 0404 (ext 1404) or 021 552 587.