Professional Investment Services (Manawatu) Ltd

💡 A few simple money rules can make financial decisions easier and help keep you on track towards your goals.

If you'd like to explore what might work for your own situation, we're always happy to have a chat!

Retirement is about enjoying the lifestyle you've worked hard for 😌

If you'd like to chat about building a plan that helps you feel confident, secure, and prepared for the future, we're here to help!

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Take a moment to check in on every aspect of your wellbeing.

At Professional Investment Services, we're here to help you understand your insurance options, protect your income and loved ones, prepare for life's unexpected events, and build confidence in your financial future so you can focus on what matters most 🫵

Men’s Health Week is here 💚

Just like your finances, your health needs regular check-ins too. Taking care of yourself today can help protect the future you're working hard to build!

Take a few minutes to complete the "What's Your Score?" survey. It's quick, confidential, and could be the first step towards making positive changes for your long-term health and wellbeing.

Take the quiz here: https://menshealthweek.co.nz/mens-health-survey/

Because a strong future is built on more than just finances, it's about your health, your wellbeing, and being there for the people who count on you 👊

Maryann and Anna recently attended the Morningstar Conference and the Best of Breed Tour in Sydney, connecting with some of the world's leading fund managers.

A real highlight was the “Best of Breed” tour, providing insights directly from investment teams shaping portfolios across asset classes and geographies. It was valuable for them to see how different managers are navigating today’s complex environment.

⭐ Some standout takeaways:
• Schroders and Capital Group reinforced the importance of disciplined, long-term global investing — with Capital Group’s New World Fund continuing to impress in its approach to emerging markets.
• Nuveen shared a compelling and genuinely thoughtful approach to impact investing — a space that’s evolving rapidly and becoming increasingly sophisticated.
• Allan Gray’s contrarian philosophy was a great reminder of the value in thinking differently, particularly in crowded markets.
• Daintree Capital demonstrated the role of high-quality fixed interest in providing resilience and income in portfolios.
• Dexus offered useful insights into the current dynamics in listed property and REITs.
• Fairlight continues to stand out in global small and mid caps, with a strong quality bias.
• MAN Group highlighted trend-following strategies — particularly relevant in uncertain and shifting markets.
• Maple-Brown Abbott showcased a high-conviction approach to international infrastructure — an asset class gaining renewed attention.

Experiences like these reinforce that while markets evolve, the principles of successful investing remain constant. Maryann and Anna are grateful for the opportunity to learn, gain new perspectives, and bring valuable insights back to clients!

Money conversations don’t have to be stressful.

If you’re feeling stuck, we can help you build clarity and a shared financial plan! 💰

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Meet the Team: Pania – Client Services Manager

Pania is passionate about supporting our clients and works closely with our financial advisers to ensure clients day-to-day needs are taken care of and their portfolios continue to run smoothly.

Let’s get to know Pania a little better…