We have a simple goal — enabling clients to take advantage of investment opportunities by utilising margin lending.
Leveraged Equities offers a margin lending facility that allows you to access funds in NZD and AUD for investments in both Australia and New Zealand.
Although loans are not available in USD or GBP, you can still invest in US and UK securities through your broker. Advances are typically on a floating rate basis, but you may be able to request a fixed rate advance. If you choose a fixed rate advance, we will inform you of the interest rate and you must confirm your acceptance.
Your securities which you wish to borrow against, will be held as collateral against your Margin Lending Facility, with ownership transferred to Leveraged Equities or our nominee. You can sell the securities through your broker and the proceeds will be credited to your Leveraged Equities account.
For more information, refer to our Product Disclosure Statement and Margin Lending Brochure.
Borrow up to 80% of the market value
We give our clients the option to borrow up to 80% of the margin lending ratio (MLR), which could increase their investment potential on certain approved securities.
We offer competitive rates
Floating loans are available to our clients in New Zealand and Australian dollars at competitive rates.
Portfolios updated daily
We make sure portfolios are updated daily to ensure accurate and current information. This allows our clients to monitor their investments in real-time and make informed decisions based on the latest market data.
Staying in touch
As a Leveraged Equities client we will help you stay on top of your investments by sending you a monthly statement outlining your loan balances, interest rates and market value of your portfolio.
New Zealand and international markets
Increase your potential to earn greater returns on your investments with the ability to invest on certain securities across the New Zealand, Australian, United States and United Kingdom markets.
No monthly account fees
After an initial establishment fee Leveraged Equities has no monthly account fees, which can save our clients money and reduce investment costs.
Our Brochures and Product Disclosure Statement provides important additional details to help you to help you make your investment decisions.*
Download and complete one of our application forms.
Individual or Joint, Trusts and Estates and Company
If you have any questions feel free to contact the Client Services team on 0800 627 446.
Via courier:
Leveraged Equities Finance Limited
Level 22, 157 Lambton Quay
Wellington 6140
Or email:
Once your application has been received we will get back to you as soon as possible to discuss the next steps.
*We recommend you seek independent investment advice from your financial advice provider prior to using our service.
We have built our business by providing a flexible facility and a commitment to quality service.
To learn more about how we can help, please contact the Leveraged Equities team.