NZ Funds Management is a privately owned wealth management firm. We specialise in providing integrated advice and portfolio management services to New Zealanders.

Investment News:

  • 30 April 2013

    Portfolio Insights

    We have a culture of transparency and accountability. This monthly document provides clients with a detailed analysis of what each Portfolio we manage for clients holds and how it has performed.
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    February 2013

    NZ Funds Management Investment Bulletin - Issue No. 5

    This edition includes an update on our firm, our perspectives on investment markets, an article on client risk profiling and an introduction to our new myWealth software programme.
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  • legal updateS:

  • NZ Funds Managed Portfolio Service

    Information on the NZ Funds Managed Portfolio Service prospectus registration and Investment Statement dated 28 February 2013 are available.
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  • NZ Funds KiwiSaver Scheme

    Information on the NZ Funds KiwiSaver Scheme prospectus registration and Investment Statement dated 28 February 2013 are available.
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