Advisers

While our business has expanded in recent years with the launch of NZ Funds KiwiSaver, NZ Funds Wealth at Work, NZ Funds Private Wealth and the development of our NZ Funds Institutional business, the services we provide to and via financial advisers remain our primary focus.

We believe in the importance and value of quality financial advice. We believe that most New Zealanders in the process of accumulating or utilising retirement wealth would benefit greatly from the decision-making assistance authorised financial advisers offer.

In pursuit of our objective to be the chosen business partner of New Zealand’s leading financial advisory firms we deliver:

1. Sophisticated and proprietary planning tools and technologies to enable the development of bespoke and individualised strategies for accumulating wealth, creating reliable retirement income and meeting the planning needs of clients with broader, multi-generational wealth management issues.
   
   
2. An investment portfolio service, coherently integrated with the planning processes and tools we offer, and designed specifically to meet the wealth accumulation and retirement income goals of New Zealand individuals, families and their investing entities. Our investment portfolio service enables the authorised financial advisers we work with to customise a portfolio that will accommodate virtually any combination of wealth goals, retirement income needs or tolerance for risk.
   
   
3. A complete advisory business system and supporting technology that enables advisers to profitably scale their operations across multiple advisers and offices and assists them to confidently meet all of the legislative and regulatory requirements of the Authorised Financial Adviser ("AFA") regime.
   
   
4. Access to comprehensive research, which meets the research requirements of the AFA regime and provides an unparalleled level of portfolio research and portfolio construction transparency and insight.
   
   
5. Access to materials and capability to support authorised financial advisers to communicate the benefits of financial advice and professional investment management to prospective clients, and support the ongoing development of their relationships with existing clients.
   
   
6. Market-leading client portfolio reporting. Access to an integrated, automated and customisable system capable of delivering reporting that is both connected to the client’s financial plan and insightful down to an individual security level.
   
   
7. NZ Funds Management has assisted a number of its financial advisory clients to develop and implement succession strategies for their shareholders, either in facilitating the retirement of an advisory business Principal or in the transfer of ownership amongst existing partners within an advisory business.

To meet our Adviser Support Team click here.

If you would like to discuss your business objectives or you would like to arrange a trial of our services please contact Glenn Wright, Principal at NZ Funds Management, who leads our financial adviser business here.