How We Can Help You

MyFiduciary offers training, support and tools for committees and staff in investment organisations. 

We work with Advisers, Charities, Foundations, Maori and Iwi organisations, Pension Providers, and Industry Bodies.
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​Our services include:

• Director, Trustee and staff skills development through fi360 Pacific's education programs
• Development of holistic investment governance policies and procedures, covering conventional portfolios, alternative assets, and direct investing activities
• Development of investment strategies and frameworks
• Independent reviews of investment policies, processes and providers 
• Asset allocation, portfolio design, monitoring and compliance support
• Due diligence support 

Our Help Puts Your Best Interest First

MyFiduciary  is independent of advisers and investment managers.  Our advice and services are determined by the best interest of our clients.

​The foundation to our services is a set of clear and legally substantiated global good investment governance practices.  This reflects that good investment governance:

• Can materially improve long-term investment performances, reduce costs, and increase the sustainability of distributional requirements
• Provides assurance for donors, regulators and beneficiaries that assets are being well-managed
• May reduce liability and reputation risks faced by Directors, Trustees and other investment fiduciaries   

Our services are provided on an agreed fee-for-service basis, including in circumstances where we are engaged in an ongoing fiduciary support role. 

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MyFiduciary now offers a digital compliance solution, JHC Neon

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