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Portfolio Management

Graham & Dobson have available a portfolio management service through which handling your investments can be easy! We provide the people, tools, and methods you require to effectively manage your investment portfolio.

Your portfolio manager will keep abreast of the changes in the investment market so you don't have to. You maintain control of your investments while eliminating unnecessary risks and delegating the everyday tasks and complex decisions to your experienced investment manager.

At Graham & Dobson we design and manage portfolios with your individual requirements and objectives in mind. This means your investments are handled in the most efficient manner possible and ensures your goals are met.  Contact us today for assistance in the specialist world of investments.

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Client in the Spotlight

Roberts Tree Surgeons Ltd

Paul and Kelly Roberts started their business Roberts Tree Surgeons from scratch 12 years ago. Today the company is a strong team of 10 full time staff. Roberts Tree Surgeons are the one-stop shop for tree removal, tree maintenance and tree planting.

The majority of their work is tree and garden maintenance of private clients and large infrastructure clients...

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Meet our Team

Callum Thompson

What is your current role at Graham & Dobson?
Audit Manager

Tell us a bit about your family
Married to Tracey, with two dogs...

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What our clients say...

  • Parihohonu Station has been involved with Graham and Dobson since the early 1900s. They have proved to be of great value, producing a high standard of quality work, are trustworthy, astute, and approachable any time at all. The staff are very friendly and will bend over backwards for us. We always recommend this long established firm unequivocally.

    Avianne and Nigel Faram

  • We are grateful for the enormous amount of support the staff of Graham & Dobson provide. They have demonstrated a high level of understanding, knowledge and financial direction and deliver a consistent service in structured, efficient timeframes. This is a company with high integrity and strong values focusing on providing the utmost levels of customer satisfaction.

    Gisborne Stroke Support Group Inc.

  • Graham & Dobson helped me start my own business in 2007. Without their help and support the process would have been a lot harder. They offer excellent on-going support and advice.

    Karl Platten - Lawns Plus Ltd (GreenAcres)