BeaconPoint Private Wealth Ltd

As an avid golfer, it gave me enormous pleasure to watch the final two rounds of The Open and follow Ryan Fox’s remarkable journey from a record-equalling third-round 62 to an unforgettable final round.

His victory is a powerful reminder never to give up on your dreams. Whether it is winning a major championship, starting a new business, or simply taking the first step towards a more secure financial future, persistence matters.

Congratulations, Ryan. A proud moment for New Zealand golf.

Our latest IPS portfolio results, as at 30 June 2026, reflect a strong 12-month period across the portfolio range:

• Balanced Portfolio: 14.05% over 1 year
• Growth Portfolio: 17.10% over 1 year
• High Growth Portfolio: 19.95% over 1 year

While these 12-month results are encouraging, they represent only one period in an investor’s longer-term journey. A suitable portfolio should reflect each investor’s goals, time horizon, income requirements and capacity for risk.

If you would like to review whether your current investment portfolio remains aligned with your goals, contact us to arrange a confidential, obligation-free conversation.

Disclaimer: Past performance is not an accurate indicator of future performance. Returns are pre-tax but after investment management costs. Fund manager fee rebates, custody fees and Ignite administration fees have not been deducted from, or added to, these returns. In combination, these approximate a net cost to clients of 0.2% per annum, depending on the size of the client’s account.

Adviser monitoring fees have not been deducted from these returns.



A disciplined investment strategy is designed for more than just favourable markets.

Call now to connect with business.

We are proud to announce that BeaconPoint is a new co-sponsor for the Northland Steinlager Series. This golf event is played across seven Northland golf clubs, with players earning points throughout the season before the top 60 compete in the Grand Final at Northland Golf Club.

Markets continue to remind investors why discipline matters.

As at 30 April 2026, our Ignite IPS portfolio range has continued to deliver strong long-term outcomes across multiple risk profiles, including:

• Balanced Portfolio: 10.66% p.a. over 3 years
• Growth Portfolio: 12.26% p.a. over 3 years
• High Growth Portfolio: 14.06% p.a. over 3 years

At BeaconPoint Private Wealth, our focus remains on:
- aligning portfolios to investor goals
- maintaining disciplined diversification
- managing risk appropriately
- helping clients stay invested through market cycles

Long-term investing is rarely about reacting to headlines. It is about remaining committed to a well-structured strategy.

Disclaimer: Past performance is not an accurate indicator of future performance. Returns are pre-tax but after investment management costs. Fund manager fee rebates, custody fees and Ignite Administration fees have not been deducted or added to these returns. These in combination approximate a net 0.2% per annum cost to clients dependent on client account size.

Adviser monitoring fees have not been deducted from these returns.
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Our offices in Kerikeri - Have you seen our new BeaconPoint signage?

Investing Through Conflict | BeaconPoint Private Wealth | Beacon Point Private Wealth Ltd You will find more resources of a similar nature on our website. The following article explores how investors can stay grounded during periods of geopolitical conflict, separating emotion from decision-making and maintaining a disciplined, long-term approach to markets. https://l...

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I forgot to post about my attendance to the FANZ conference. Very insightful. There is so much yet to learn. :)

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