Chris Lee & Partners provides a personalised wealth management service designed to protect and grow your investments while removing the complexity of daily market monitoring and administration. Your portfolio is reviewed each month by a qualified adviser, ensuring your investments remain aligned with your financial goals, your level of risk, and current market conditions.
We understand that investment markets move quickly, and that every client’s situation is unique. Our approach combines discipline, transparency, and experience - giving you confidence that your portfolio is being managed with care and attention.
Our goal is simple: to ensure your money is working as efficiently as you are.
What You Can Expect
Personal Adviser - You are supported by an experienced adviser who reviews your portfolio monthly and provides ongoing strategic guidance.
Tailored Investment Advice - Recommendations are made specifically for your goals, time horizon, and tolerance for risk.
Active Oversight - Each month we assess economic trends, market movements, and company performance to identify both risks and opportunities.
Clear Reporting - You receive regular reports showing performance, recommended changes, and commentary written in plain language.
Ongoing Communication - We keep you informed of market developments and company updates, so you always understand what’s happening with your investments.
Complete Administration - We handle the paperwork, custody, tax reporting, and settlements - leaving you free to focus on the results.
All investment decisions remain under your control, ensuring your portfolio evolves in line with your personal objectives and preferences.
Service Overview
Initial Portfolio Implementation
Establish your investment strategy and implement tailored recommendations consistent with your chosen investment policy.
Recommended Asset Allocations
Develop and review asset allocations based on your financial goals and risk profile.
Portfolio Monitoring and Reviews
Conduct monthly reviews of your portfolio to ensure it remains on track and well-positioned for long-term performance.
Client Meetings and Consultations
Offer complimentary meetings to review results, discuss market developments, or adjust your investment approach as needed.
Specific Investment Advice
Provide informed opinions and research on your holdings or new opportunities when requested.
Additional Services
Cash Management Account
Simplifies the process of depositing and withdrawing funds, receiving income and dividends, and managing multiple currencies.
Buy and Sell Orders
Execute trades for shares, bonds, bank deposits, ETFs, and managed funds across major global markets.
Market Access
Provide efficient access to a broad range of investment options, ensuring liquidity and flexibility.
Portfolio Administration
Manage the day-to-day administration of your portfolio, reducing complexity and paperwork.
Safe-Custody Services
Protect client assets through secure custody arrangements with FNZ Limited.
Reporting and Transparency
Deliver detailed quarterly reports, confidential newsletters, and end-of-year tax summaries for your records.
Regular Updates
Provide concise, relevant commentary on the companies and sectors we recommend, keeping you informed throughout the year.
Online Access
Allow you to view your portfolio and investment reports anytime via our secure Private Client Webpage.
Service Fee
The Wealth Management Service is charged at 0.50% + GST per annum of your portfolio value.
This covers all portfolio monitoring, monthly reviews, advice, meetings, and reporting.
There are no additional fees for client appointments or ongoing correspondence.
Brokerage may apply to the purchase or sale of securities.
This fee represents exceptional value for a comprehensive, actively managed investment service that combines personal attention, market insight, and professional administration.
