Open an investment account to make your money work for you

Set up an Offshore Tax friendly investment account and get your hard earned cash growing

How managed investment accounts work

  • Open an investment account on preferred terms with an Offshore Investment Platform or Portfolio Bond depending on your circumstances your advisor will suggest the best solution.
  • Discuss with your advisor a strategy based on factors such as risk appetite, investment time horizon income needs and tax planning.
  • Select Underlying investments through a low cost Open Architecture Platform (Equities, Bonds, Funds, ETFs).
  • Managed Account has no lock in period or costs of withdrawing cash and can buy daily traded assets for full liquidity.
Tenzing Savings scaled

Investment Selection

Blue Chip Funds with Household names - returns of over 50% in three years
Technology Funds
ESG (Ethical Social Governance) options
Direct Equities
Fixed Interest with strong capital guarantees and up to 8% per annum interest
Buffet comment
Team members

Our investment plan advisors

Craig McAvinue

Craig McAvinue thai flag

Director of Wealth Management
Patrik Shore Tenzing Pacific Services

Patrik Shore download

Senior Advisor
Hunter Deems

Hunter Deems download

Senior Advisor
David Mills Tenzing Profile 04 3 circle

David Mills thai flag

Advisor
Frequently Asked Questions about

Managed investment accounts

The unpredictable and tragic events of 2020 have demonstrated the urgent need to begin saving and planning for the future. However, choosing the best way to invest can be daunting.

How much should I initially invest? What is a feasible timeline for reaching my savings goals? Which is the best investment account to have? Should I have more than one? All of these are viable concerns and should be thought through prior to investing.

Tenzing is here to help you guide you through these difficult decisions. Our highly trained financial advisors will help you strategize and plan for a safe, happy, and financially secure future.
Tenzing offers several different types of investment accounts to give you choice and flexibility of your investments.

Choose to invest in Technology Mutual Funds, Blue Chip Funds, Direct Equities, and an array of Ethical Social Governance options, plus more. Each of these investment options come with their own unique set of advantages and options to consider.

While exposure to technology stocks, such as Netflix, Amazon, and Microsoft might be fitting for some investors, others might opt to capitalize through a well-established company via a Blue Chip Fund.

Feel free to reach out to us and speak with an advisor for more information.
There’s absolutely no limit to the number of investment accounts you can hold. Depending on your saving goals and eligibility, it could even benefit you to hold multiple accounts across several firms.

Brokerage accounts offer an extensive variety of options for investments including stocks, bonds, and mutual funds. Blue Chip and Technological funds are also available. The majority of countries around the world allow tax-free education, pension, or retirement plans. Blending accounts together to maximize savings is a wise way to plan for the future.

So when it comes to the question, how many investment accounts should I have? The answer is simple, as many as you’d like based on your eligibility.
Saving Plans

    See Saving Plans Illustrations
    Phone Number

    Residence Country



    Speak with an advisor

    Your future self will thank you

    • Savings needs analysis
    • See savings illustrations from multiple providers
    • Learn about the funds
    • Ask questions

    From initial consultation, we’re here to answer your questions transparently, including all the key features and things to look out for. 

    Or simply call us to get started

    Latest blog

    Our latest release on saving plans.

    Our products are designed for small to medium size companies willing to optimize their performance.

    Patrik Shore Tenzing Pacific Services

    Patrik Shore

    Senior Advisor
    From Sweden & New Zealand
    7 years' insurance experience
    Joined Tenzing in 2019
    Crim Science
    Speaks English and Swedish

    Speciality:
    - Savings Plans
    - Health Insurance
    - Life Insurance