Investments
Investments in Rotorua and Waikato
Hallam Jones offers diversified investment strategies to support your long-term growth.
Smart, Sustainable Investment Guidance
Hallam Jones offers diversified, multi-asset investment strategies designed to deliver long-term growth while aligning with your personal goals. Together, we'll create an investment portfolio tailored to your life and objectives.
Why Choose Hallam Jones?
- Tailored Approach: We design investment portfolios specific to your goals and circumstances.
- Experienced Team: Decades of expertise in financial planning and investment strategies.
Holistic Support: Guidance through every step, from initial planning to achieving your financial milestones. - Risk Management: Investments designed to match your comfort level with risk.
Our Process
To begin, we’ll have a detailed discussion to understand your:
- Long- and short-term financial goals.
- Comfort level with risk-taking.
From there, we will:
- Recommend the best investment options for you.
- Analyse your current portfolio to ensure alignment with your goals.
We understand that investing during volatile times can feel daunting. However, with our expert guidance, these moments often present the best opportunities to grow your wealth.
Benefits of Partnering with Us
When you work with Hallam Jones, you’re not just getting investment advice—you’re gaining a long-term financial partner. Our team is dedicated to:
- Regular Monitoring: Keeping a close eye on your portfolio to ensure it stays on track.
- Adapting to Life Changes: Adjusting your strategy as your circumstances evolve.
- Educating You: Helping you understand your investments so you can make confident decisions.
- Sustainable Practices: Supporting responsible investment strategies for future generations.
Ready to Invest in Your Future?
Take the first step today by contacting Mark Jones to arrange a chat about building a secure and prosperous financial future.
Rule of 72 Calculator
Enter an investment amount and interest rate to see how long it takes to double.
Mark Jones, Hallam Jones
Want to find out more? Simply give Mark Jones a call on 0800 404 202 or send him a message.
This content has been provided for information purposes only and is not intended as a substitute for specific professional advice on investments, financial planning or any other matter. Read our disclaimer notice and privacy statement.
Client Feedback
Hi Mark, Would just like to say that we are very impressed with your professional advise and guidance for our investments. You are very easy to deal with and offer great information which gives us what we need to make the right decisions. We cannot recommend you highly enough.
Many thanks.
Don & Anne McCarrison
