Our business is based on a spirit of partnership between clients, their financial adviser and NZ Funds as the Portfolio manager. Our objective is for clients to have the capital they need, when they need it, to fund their lifestyle and retirement goals. We work with a select group of financial advisers throughout New Zealand to achieve this aim.

Over the last decade, NZ Funds has researched and developed, in conjunction with its key advisory clients, an integrated advice and investment management approach. This approach is designed specifically for managing the wealth of New Zealand individuals and families. The advice part of this approach we call goal-based planning.

The goal-based planning process is used by advisers to develop tailored financial strategies for clients that are structured in order to minimise the risks taken with the capital required for essential needs and goals. The capital that is set aside for essential needs and goals is conservatively managed which is a source of comfort to clients during periods of investment market volatility. This in turn enables clients to make more thoughtful, patient and open-minded decisions when considering investment alternatives for the balance of their capital. It is an approach that is designed to achieve a rewarding financial outcome without subjecting clients to unnecessary financial (and emotional) volatility along the way.