Investment Consulting

  • Risk assessment and objective setting
  • Review of investment strategy and Statement of Investment Policy & Objectives (SIPO) / Investment Policy Statement (IPS)
  • Selection of investment managers
  • Performance monitoring and attribution analysis
  • Market research
  • Governance

Valuation of Superannuation

Usually for the purposes of dividing matrimonial property under the relevant NZ legislation (Property Relationships Act 2002 or Matrimonial Property Act)

 

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Employer Master Trusts

Eriksens have had considerable experience in assisting our corporate customers to select and move to a master trust. Our quarterly survey of NZ master trusts is the only one of its type.

 

Group Superannuation Schemes

  • Master trust selection & implementation
  • Actuarial valuations
  • Benefit design
  • Communications with members
  • Reversion of surplus
  • Selection of insurer, administrator, master trust

 

Life Insurance

  • Actuarial valuations
  • Financial projections
  • Premium rates calculation
  • Strategic planning
  • Health insurance
  • Accident compensation

 

Financial Services Product Development

  • Superannuation
  • Life insurance
  • Health insurance
  • Investment products

 

Financial Modelling / Projections

  • Demographic
  • Superannuation
  • Discounted cash flow analysis

 

Legal Actuarial Valuations

  • Matrimonial property
  • Life interests and reversions
  • Loss of earnings

 

Miscellaneous Valuations

  • Long service leave
  • Gratuities