Leveraged Equities Finance Limited
Level 21
157 Lambton Quay
PO Box 621
Wellington

Telephone 04 495 5013
Facsimile 04 495 5015
Toll Free 0800 MARGIN
  (0800 627 446)
Email email us

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Your email address must be registered with Leveraged Equities before we can despatch your Client Statement to you by email. If your email address is not registered, please contact Leveraged Equities on 0800 Margin (0800 627 446) or info@leveragedequities.co.nz.



Diversify Your Portfolio
Diversification is a key strategy to reduce investment risk. Rather than selling your securities, these can be leveraged through our Margin Lending Facility. By borrowing against your existing securities you have more money to invest and you can use this to spread your risk.

Our clients utilise this facility to diversify their portfolios by investing in a greater number of securities and also across different sectors, and with respect to New Zealand, Australia, United States and United Kingdom, between markets.

Margin lending is also a strategy used by investors seeking to diversify outside of property investments into different asset classes, thus achieving more balance between property investment and other securities.
 

Access Your Equity
When an investment opportunity arises you may not always wish to sell existing securities. With Leveraged Equities you can put these investments to work without needing to sell them to access your equity. By leveraging your existing investments you can participate in public share floats, rights issues or any other investment or business opportunity that arises. 


Flexibility Through Leverage
Leveraged Equities offers an alternative to gearing into real estate. Unlike property, investing in listed Securities generally enables you to move in and out of markets quickly with lower associated administration costs. Markets move rapidly and require the ability to respond quickly. Leveraging a portfolio allows you to access funds should conditions change or the funds be required for other purposes.

Taxation
Interest may be tax deductible provided the funds are used for taxable income generating purposes. Your taxation advisor may be able to assist you and we recommend you seek their advice.

However there are also risks associated with margin lending and we draw your attention to the Risks of Margin Lending in our Product Disclosure Statement (PDS) and Brochure


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