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Investment Adventurer Shows 2009 Welcome to Gareth Morgan Investments
We are a boutique investment management firm caring for individual client portfolios. Wealth protection and enhancement are our priorities. If you'd like to find out more, please select one of the following links:
Our Performance
The normal caveat is that past performance is no indicator of what happens next. We subscribe to that view.

Our Performance versus Market over the last 20 years Our past performance is provided on the links below for those who like to know it anyway. We believe that we've beaten benchmarks consistently due to our diligence in keeping costs down and ensuring our portfolios are tax-efficient. We are constantly challenging our providers and ourselves to cut costs.


The Big Game II
Gareth Morgan continues his investigation of investment rorts. Creation and then manipulation of reserves is a favourite device that funds deploy to get your money. Once your money is set aside in reserves its ownership becomes moot. One thing's for sure you no longer have an unchallenged claim on it so don't expect it back. This article describes the devices the Funds use to move your savings into its reserves.
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Big Game Part VI : Insurance rip-offs could undermine confidence in the finance sector
Gareth Morgan concludes his investigation into savings and life insurance industry rorts by advocating 3 steps to to bring an end the securities malfeasance and at the same time help the thousands of savers who have thrown their money into this awful industry, get at least some of their property back.
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Big Game V: The Tactics - how the insurance multinationals get away with it
Gareth Morgan continues his series on investment rorts . This article focuses on how the life insurance companies fend off any queries from the public about the care they're not taking with their savings. The tactics are to deny and if an objector is persistent, to burn them off with litigation - even to the extent of creating vexatious litigation to frighten those simply trying to protect their own property. Bullying of the small guy is meat and cheese to these corporates.
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The great New Zealand savings rort
In the first of three articles on the results from a survey of New Zealand’s investment providers and products, economist and investment portfolio manager Dr Gareth Morgan considers why the Consumers’ Institute discovered that investors typically receive around a third of the returns their invested funds earn. In subsequent articles Dr Morgan investigates the reasons for the market failure that perpetuates these losses, what regulators are doing about it, and why it’s irrational for the New Zealand government to force even more of the public’s savings into the arms of this high-cost, poor-performing industry.
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