Private Wealth

 

Our objective is to assist our client to make well-informed financial decisions. We achieve this outcome through an interactive advice process that assists clients to understand the factors that most influence their wealth.

We work with those in the process of accumulating wealth, those seeking reliable retirement income and those with broader, multi-generational wealth management needs. Our clients therefore are individuals, families and trusts.

We have designed an investment portfolio service specifically to meet the wealth accumulation, retirement income and private wealth management goals of New Zealand individuals, families and their investing entities.

A unique feature of the integrated nature of our firm is the ability to bring to bear our research and investment capabilities in how we customise client’s portfolios so that we can accommodate virtually any combination of investing goals.
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While a significant component of each portfolio is outsourced to the best investment managers we can find globally, overall portfolio design and management is the responsibility of NZ Funds Management.

We strongly believe that by managing all of our portfolios in-house, we will be able to provide better service and superior performance for our clients. The integration of our planning services and our portfolio management allows us to provide:

1. More comprehensive portfolio research;
2. Customised portfolio design and implementation;
3. Dynamic asset allocation and portfolio rebalancing;
4. Active risk management strategies;
5. Better reporting and portfolio insight.

To discuss your investing objectives with one of our advisers, click here.

To learn more about NZ Funds Private Wealth, click here