Who We Are
Corporate Vision
Zavori was founded to bring together complementary and leading financial services businesses in New Zealand, and our commitment to offer to our clients a better way to invest in top-quality products and services, based on long-term relationships and focused on our clients’ needs, without burdening them with bundled products that are normally offered by other financial and investment banks that have been acquired by large financial conglomerates.
Zavori NZ intends to play a key role in the growth and development of New Zealand and its people. As part of its corporate social agenda, Zavori NZ will support to the organizations at national, regional and local levels, committed to team up with communities in which it operates, and donate to community partners charity causes regularly.
Zavori NZ is driver to discover more relevant and resourceful ways to provide personalized, uncompromised advice, distinct in our firm dedication and passion to recommend to clients more value creation opportunities and potential.
Business Philosophy
Zavori NZ believes that when our clients’ assets are at stake, good judgment, prudence, and trustworthiness take precedence. At Zavori NZ, we work independently as we are not influenced by any obligations to banks or other financial institutions. Thus, we prioritize long-term investing, adopting principles of diversification and proper asset allocation based on high qualitative standards and profits-oriented criteria, taking seriously the evaluation process of the impacts of strategies on our clients’ investing objectives and needs.
※ Competence
Our advisors and employees attend regular training and up-to-date instruction and guidance to maintain a high level of skill and proficiency according to industry standards.
※ Independence
We do not rely on outside parties financial institutions and are solely focused on our clients’ needs and working to achieve our clients’ goals.
※ Close Relationship Approach
Personal services and support are accorded to our clients, as we offer fresh investment solutions according to their financial and investing requirements.
Company Profile
Zavori Finance and Credit (New Zealand) Limited (Zavori NZ), is a licensed financial service provider duly incorporated in the New Zealand (No.5837788 NZBN: 9429042042556 )that advise clients who are looking for private banking or wealth management facilities.. Our services are exclusive and designed for private, corporate and institutional clients to address their financial needs and their demand for the highest level of personal service and expertise. Our services vary for various investment opportunities, including business management, agency and custodian, international taxation and asset protection (investing and saving tax considerations and alternative investment opportunities), corporate strategy, asset management, property investment, investment banking, brokerage ranging from hedge funds, equities, currency transactions, and other worthwhile investment vehicles.
Our relationship managers are qualified, trained up-to-date and experienced, able to work closely with renowned investment, trust and private banking professionals in the UK, China, Hong Kong, Singapore, and Taiwan.
Zavori NZ provides tested financial solutions and outstanding services tailor-made and relationship-driven, for clients complex, global needs. Our highly experienced team to offer best solutions to clients’ distinctive financial requirements. We aim to build long-term relationships, understanding clients’ present and future financial targets and objectives and motivations, to come up with the most suitable solutions to achieve them.
Zavori NZ understands that the key point for all the clients’ needs will be the Relationship Management Team, which is a team of specialists and experienced private bankers and financial advisors focusing on day-to-day banking, credit, investments, and financial and estate planning on clients’ behalf, aiming to satisfy and fulfill the clients’ requirements and demands punctually. This team will make certain that the correct resources are coordinated, and plans are developed and implements on time, with comprehensive and well-aligned approach and strategy, and keeping the clients informed on the status of your financial affairs on a regular basis.
Zavori NZ can protect and enhance your personal wealth through effective wealth planning vehicles for one or more of the following purposes:
To protect and build family wealth
To provide financial security
To effect the transfer of wealth from one generation to the next
To protect assets
To benefit from administration by a private trust company
To create a purpose trust structure
Zavori has the expertise needed to explore the potential application of New Zealand financial services and trusts to your particular situation, taking into consideration your investment and wealth expansion planning objectives, tax situation. Our experience and integrity have earned the confidence of our clients. We place absolute emphasis on establishing a long-term relationship with you and your professional advisors who will work with you and design a strategy that will reflect your individual situation, including ROI expectations, risk tolerance and exposure, income requirements, tax considerations, liquidity, and time horizon - - this will form the basic personalized Investment Strategy Statement that will dictate the course of action for managing your assets, under the discipline and focus of the whole investment process of asset mix guidelines.
Through Zavori, our valued clients will gain access to eligible and competent investment managers from around the world that normally are not readily available to ordinary individual investors. Thus, your investment portfolio benefits from the depth and breadth of their expertise i.e. a variety of investment styles, asset classes, and geographic areas.